480.346.1283
3075 W Ray Rd Suite 103, Chandler, AZ 85226
Modernize Wealth
  • YOUR LEGACY
  • YOUR FAMILY
  • YOUR BUSINESS
    • Business & Exit Planning
  • OUR PROCESS
  • OUR EXPERTISE
  • CLIENT CENTER
  • NEWS
  • LET’S TALK
Modernize Wealth
  • YOUR LEGACY
  • YOUR FAMILY
  • YOUR BUSINESS
    • Business & Exit Planning
  • OUR PROCESS
  • OUR EXPERTISE
  • CLIENT CENTER
  • NEWS
  • LET’S TALK
  • YOUR LEGACY
  • YOUR FAMILY
  • YOUR BUSINESS
    • Business & Exit Planning
  • OUR PROCESS
  • OUR EXPERTISE
  • CLIENT CENTER
  • NEWS
  • LET’S TALK
Modernize Wealth
  • YOUR LEGACY
  • YOUR FAMILY
  • YOUR BUSINESS
    • Business & Exit Planning
  • OUR PROCESS
  • OUR EXPERTISE
  • CLIENT CENTER
  • NEWS
  • LET’S TALK

NEWS

18 September
Financial PlanningManaging Your MoneyWealth Management

Election Mayhem and the Markets – Our Thoughts

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25 August
BusinessRetirement Planning

Smart Retirement Planning Tips for the Savvy Business Owner

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25 August
BusinessTax Strategy

Underappreciated Tax Reduction Strategies for Business Owners

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25 August
COVIDFinancial Planning

Covid-19 & the Current State of the Economy

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24 July
FinanceManaging Your Money

Understanding Behavioral Bias

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10 July
BusinessCOVID

Business Owners! Don’t Run Out of Money Before the Recession Ends

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30 June
COVID

Now More Than Ever: You Need Perspective

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26 June
Growing Your WealthRetirement Planning

An IRA Can Help You Make Your Success Your Legacy.

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18 June
Estate PlanningProtecting Your Family

When an Estate Plan Might Not Be Enough

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22 May
BusinessCOVIDPlanning for Today and Tomorrow

Understanding a Recession

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12 May
Planning for Today and Tomorrow

Modernize Wealth – A Modern Approach to Wealth Building & Legacy Creation

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01 May
COVIDMarket Updates

Market Update | May 2020

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Modernize Wealth | Make Your Success Your Legacy
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hello@modernizewealth.com
480.346.1283

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Copyright © Modernize Wealth. 3075 W Ray Rd Suite 103, Chandler, AZ 85226. View Our Privacy Policy. All Rights Reserved.

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Modernize Wealth is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Modernize Wealth and Kestra IS are not affiliated.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS 844-553-7872.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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