Planning with a Purpose.
At Desert Crest, we focus on:
- Individuals nearing retirement
- Retirees & Surviving Spouses
- Families who are caring for a loved one with special needs
Why Desert Crest?
My number one goal is to help you spend your time and assets towards the things that you value most. Proper financial planning will align these values.
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.
Who We Work With
While we serve a range of individuals and families, we specialize in working with the following:
Families with Special Needs
Sound Like You?
Creating a Financial Strategy that Fits Your Life
Services we offer include the following:
- Investment management
- Social Security timing
- Tax planning
- Retirement planning
- Insurance planning
- Benefits planning
- ABLE and Special Needs Trust planning
Meet Your Planner
Seem Like We Could Be a Good Fit?
Whether you have a few questions or want to see if we’re right for you, we encourage you to reach out.