Enjoy your money with a tax-smart retirement plan.
You’re Age 50+
You have $500,000 (or more) in retirement savings and have questions….
"How can I reduce
my taxes in retirement?"
"How do I turn my
nest egg into a paycheck?"
"Are my investments
suitable for retirement?"
Planning with a Purpose.
At Desert Crest, we focus on:
Individuals nearing retirement, retirees, and Surviving Spouses
Retirement Income, Tax Planning, and Investment Management
A plan for you to enjoy your money now and throughout your life
Answering your everyday financial questions
Why Desert Crest?
Our number one goal is to help you enjoy the money you worked so hard to save. Proper financial planning will help you enjoy your money throughout your lifetime.
CFP® Professional
Not all advisors are "certified" planners. A CERTIFIED FINANCIAL PLANNER™ comes with rigorous qualifications and promises to put you first.
Full-Picture Guidance with a Purpose
Invest smart. Reduce taxes. Build a plan. Why? So that you can safely navigate your financial life while also creating experiences with those you love.
Personal Partnership
To us, being your advisor means supporting you as your life evolves, keeping your finances on track over time, and being your go-to call for your every financial question.
Interested In Working Together?
Book a complimentary meeting with us
We will learn about your life and goals.
We will determine if we are a good fit for you.
If hired, we will give you ongoing advice. Hire us to do the heavy lifting, so you can enjoy your retirement.