Anasazi Investment Group Inc Information

Anasazi Investment Group is comprised of family oriented, fiduciary, wealth managers who provide expert, personalized advice for business owners, executives, and their families to achieve financial freedom and a work optional lifestyle. We help our clients achieve their desired work/life balance through financial independence so they can enjoy life with their loved ones and give back to those who need them most. We are fortunate enough to work with a select group of business owners and executives who understand, appreciate, and act on our expert advice. We appreciate and understand the business owner's perspective and work hand in hand with our clients from start to finish to make their visions a reality. Our clients rely on us to reach their financial goals so they can focus on what they do best; managing their business. Our services include, but are not limited to: Business Owners services: Investment management, retirement planning, life insurance planning/management, succession planning, exit planning Athletes: investment management, post-career and retirement planning, life insurance planning/management, disability insurance Executives: stock/equity award diversification strategies, investment management, retirement planning, life insurance planning and management Families – retirement planning, wealth protection and transfer, college savings plans, financial education, and accounts for minors, building generational wealth, investment selection and management, insurance solutions Retirees and Pre-retirees – wealth protection and maintenance, long-term care planning, Social Security strategies, wealth transfer and estate tax planning Additional services: 401k rollover guidance, 401k allocation recommendations, general financial planning, trust and estate investment management, inheritance management, and financial consulting