Desert Crest Financial

Desert Crest is a comprehensive financial planning firm dedicated to simplifying, managing, and organizing the financial lives of individuals nearing retirement, retirees, and surviving spouses. We believe that financial security isn't just about accumulating wealth; it's about enjoying the fruits of your labor now and for generations to come. That's why we take a holistic approach to financial planning, focusing on retirement income, tax planning, and investment management to ensure you can meet your current needs and goals while building a secure future.

Our Mission: Planning with a Purpose

At Desert Crest, we pride ourselves on providing personalized financial guidance that aligns with your unique circumstances and aspirations. We understand that each individual's journey is different, and we take the time to listen carefully to your needs, understand your financial goals, and develop a customized plan that empowers you to make informed decisions about your money. Our mission is to help retirees like you enjoy their retirement years with peace of mind by creating and maintaining a financial roadmap that supports your lifestyle, protects your assets, and fulfills your dreams.

Why Choose Desert Crest?

• Certified Financial Planner Expertise: Our team consists of qualified and experienced Certified Financial Planners (CFP). This rigorous designation ensures that we have the knowledge, skills, and ethical standards to provide you with the highest level of financial guidance.

• Full-Picture Financial Guidance: We don't just focus on investments; we consider all aspects of your financial well-being, including income, taxes, estate planning, and insurance. By taking a comprehensive approach, we create a cohesive plan that addresses all your financial needs.

• Purpose-Driven Planning: Our aim is to help you create a financial plan that allows you to live your life to the fullest. Whether your goal is to travel the world, spend time with loved ones, pursue hobbies, or ensure the financial security of your heirs, we will work with you to develop a plan that supports your aspirations.

• Personal Partnership: We believe in building long-term relationships with our clients based on trust, transparency, and open communication. We are here to answer your questions, provide ongoing support, and help you navigate the complexities of financial planning.

Who We Work With

While we serve a diverse range of clients, we specialize in working with:

• Individuals Experiencing Life Changes: We understand that major life events, such as divorce, loss of a spouse, inheritance, or career transitions, can bring about significant financial challenges and opportunities. Our team can help you navigate these transitions smoothly, organize your finances, and create a plan that aligns with your new circumstances.

• Retirees and Pre-Retirees: Secure and fulfilling retirement is a top priority for many. We guide you through the complexities of retirement planning, including income strategies, tax optimization, estate planning, and investment management, ensuring a comfortable and enjoyable retirement.