Dana Anspach

Dana Anspach

Sensible Money LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: No minimum required

Title: Principal/Financial Advisor

Offering advice since: 1996

Areas of focus:

  • Annuities
  • Life Planning
  • Retirement Planning
  • Tax Planning

Further information about Dana Anspach:

Financial decisions made in isolation are not effective. To make decisions in an effective and coordinated fashion we use a process we call "juicing". It works like this:

"Imagine hand-squeezing oranges every morning so you can have a glass of fresh-squeezed juice. You think you're doing well. You're getting a decent amount of juice out of each orange. Then, one holiday, someone gives you a juicer. Now, same number of oranges... more juice."

Where does the extra juice come from? It's already there, but right now it's getting tossed away. Sometimes it goes toward taxes that could be avoided, excess investment fees, errant planning decisions... the important thing to know is this juice can be going right back into your cup.

How do we juice?

We use a process that helps you:
* Pay less in taxes
* Save on investment fees
* Earn more with a rules-based approach
* Expand your toolbox
* Develop a strategy for your Social Security and/or pension benefits

This process takes into account taxes, your mortgage, Social Security, pensions and investment options and many other factors.

We can provide value to those willing to go through our "juicing process".

Compensation and Fee Structures:

This advisor has the ability to charge an hourly rate, a planning fee or a percentage of assets depending on the needs of the client.

This firm is not allowed to receive commissions of any kind from the sale of insurance or investment products; in this way recommendations remain free of conflicts of interest or biases that are influenced by compensation.

Licenses, Certifications & Affiliations:

* Certified Financial Planner
* Retirement Management Analyst
* Kolbe Certified Consultant
* Member of the Retirement Income Industry Association
* NAPFA - National Association of Personal Financial Advisors
* Financial Planning Association

Education:

Bachelors of Science, University of Florida, 1993

Will provide references upon request?

Yes


Further information about Sensible Money LLC:

Sensible Money LLC

(Size of firm: 0-9 advisors)

Sensible Money is a professional financial services firm that offers education and advice. We work with clients to deliver personal advice that will help them make better, smarter financial and investment decisions, and educate them so these decisions make sense to them and can be duplicated on an ongoing basis.


Contact Information for Dana Anspach

Phone: (480) 719-7290
Please support us by letting this adviser know you found them through Boomerater

Fax: 480-323-2392

Address for Dana Anspach:
8550 E Shea Blvd
Suite 130
Scottsdale, AZ, 85260

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