Financial and Investment Expertise
If you need professional investment advice, contact Solitude Canyon Investment Advisors. Located in Fountain Hills, Arizona, we work with investors throughout the United States and we're dedicated to ensuring our client's financial needs are met and retirement goals are on track.
Define Your Goals
Our financial planning process begins by meeting with you to review your current financial situation and learn about you and your goals. We help guide and motivate you to accomplish specific financial objectives. These might include:
- Developing your long-term financial plan
- Establishing an emergency fund
- Ensuring your family has proper insurance coverage
- Building a portfolio for retirment
- Investing for college
- Choosing the right 401k investments
- 401k rollovers
- Determining a safe withdrawal rate in retirment
Fee-Based Financial Planning
We put the interests of our clients first. Our fee-based approach means your receive the best financial advice possible without having to worry about conflicts of interest or being sold an unnecessary financial product. We have a fiduciary duty to act in your best interest and we take that requirement very seriously. Why is this important? Other financial advisors, such as stock brokers and insurance agents, don't have a fiduciary duty and can sell you any financial product (i.e. insurance policies or mutual funds that give commissions to financial advisors upon being sold to you) as long as they meet the much less stringent "suitability" requirement. We do not receive commissions on any product.
Exceptional Investment Management
Our unique approach to investing is designed to give you the confidence that your hard-earned savings can withstand any economic storm. A substantial portion of our stock picks are made using the principles found in the book The Little Book That Beats the Market. We feel this value-based investing approach gives our clients the best opportunity to outperform the market. However, unlike many advisors, we don't stay invested 100% of the time. When our indicators point to a potential bear market in stocks, we reduce your stock market exposure to protect your nest-egg.
Realizing Your Dream
Regardless of what stage of life you're currently in - moving ahead in your career, enjoying retirement or somewhere in between - Solitude Canyon Investment Advisors can help you achieve your financial goals. Together, we will create a personalized wealth management strategy to help you prepare for a successful financial future.