Call Us Call Us
(480) 556-6600 Visit our office
Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Money Wise classes

At Money Wise, we hold informational retirement classes for our clients and the greater community that features information on specific topics including retirement income planning, retirement needs & expenses, investments, risk management, retirement roadblocks & mistakes and Social Security planning. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to register on line for our upcoming classes or call our office for more information.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

 

Our Calendar of Events


APRIL/MAY

Mondays - April 30 & May 7
6:30 p.m. - 9:00 p.m.

Mesa Community College
Red Mountain Campus
7110 E. McKellips Road
Mesa, AZ 85201


OR

Tuesdays - May 8 & 15
6:30 p.m. - 9:00 p.m.

Mesa Community College
Red Mountain Campus
7110 E. McKellips Road
Mesa, AZ 85201



JUNE

Mondays - June 4 & 11
6:30 p.m. - 9:00 p.m.

Paradise Valley Community College
18401 N. 32nd St.
Phoenix, AZ 85032


OR

Tuesdays - June 12 & 19
6:30 p.m. - 9:00 p.m.

Paradise Valley Community College
18401 N. 32nd St.
Phoenix, AZ 85032



JUly

Tuesday's - July 10 & 17
6:30 p.m. - 9:00 p.m.

Chandler Gilbert Community College
Pecos Campus
2626 E. Pecos Rd
Chandler, AZ 85225


OR

Wednesday's - July 18 & 25
6:30 p.m. - 9:00 p.m.

Chandler Gilbert Community College
Pecos Campus
2626 E. Pecos Rd
Chandler, AZ 85225

Request Our Retirement Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • we’re here to help you Retire with Confidence.

    services we offer

    attend a class

    request a consultation
    Privacy Policy | Terms

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Money Wise is not affiliated with the US government or any governmental agency. 648072