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Our Team
Dana
Anspach |
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Dana M.
Anspach, CFP® merged her practice with Wealth Management
Solutions in 2005. She currently serves as a firm principal and
financial advisor.
As a featured columnist for About.com,
a subsidiary of the New York Times, she writes regularly as
their Guide to Money Over 55. You can subscribe to her free
weekly newsletter at
www.moneyover55.about.com.
Dana serves as the primary advisor for
clients who:
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are near retirement or already
retired;
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need or will soon need regular
income from their assets;
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need retirement and tax planning
advice;
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either want to work on an hourly
basis or, if they would like comprehensive planning services,
have current investments in excess of $1 million.
Dana began practicing in 1995,
previously working as Director of Financial Services at two CPA
firms in the Phoenix area, as a financial advisor with Merrill Lynch
in Colorado, and as a district manager at Waddell & Reed in
Colorado.
These experiences led her to pursue
fee-only financial planning as the only way to offer truly unbiased
advice.
Contact Dana
Contact
us to schedule an appointment |
