> Dana Anspach

Dana Anspach

  • Advisor Type: CFP, RIA
  • Firm: Sensible Money LLC
  • Location: Scottsdale, AZ
  • Years of Industry Experience: 20
  • Website
 

Description

Practicing as a financial planner since 1995, as I began working with people in their 50's and 60's I realized that a different type of planning was needed to align one's finances for a transition out of the work-force. I founded Sensible Money with that goal in mind. We use an incredible retirement income planning process that enables you to be prepared - and know your plan will work. I also write for MarketWatch as one of their RetireMentors, for The Balance as their Retirement Decisions Expert, and am the author of Control Your Retirement Destiny and Social Security Sense.

Areas of Expertise

  • Healthcare Planning
  • Cashflow Management
  • Holistic Financial Planning
  • Investment Advice
  • IRAs/401k
  • Social Security Optimization
  • Tax Planning and Preparation
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Central Registration Depository #: 2585909
Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

Not currently registered

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