FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMENWelcome to Imagine Financial Services in Lake Havasu City, Arizona. Meet Marianne Nolte, CFP®, your financial advisor.
Imagine Financial Services provides tax-smart financial planning and investment management for women.
WHAT YOU NEED TO KNOW ABOUT WORKING WITH MARIANNE:
Fiduciary: Always Putting You First
I am legally and morally bound by my fiduciary oath to ALWAYS act in YOUR best interest. As an independent firm, I have no affiliations with any outside brokerages or insurance companies. This makes it possible for me to always offer truly comprehensive advice without restriction or pressure to make certain recommendations.
Expertise: Education, Experience, and Affiliations
In addition to having relevant education, professional and academic experience, I am a Certified Financial Planner™ or CFP®. I am a proud member of NAPFA (National Association of Personal Financial Advisors) and XY Planning Network. These organizations are the leading affiliations supporting fee-only financial advisors.
All of these fancy titles and acronyms simply mean that I have learned what I need to know in order to be able to help guide your financial decisions with confidence.
Fee Transparency: My Love Language
I will always be upfront and honest with you when it comes to your finances and investments, starting with how much it will cost for us to work together. As a "fee-only" financial advisor, I don't sell products for a commission or receive any form of compensation from anyone other than you, so you can breathe easy knowing there will never be any hidden costs or fees from me.
Thinking Partner: We’re in This Together
When you hire me as your financial advisor, you’re getting a financial thinking partner. I’m not here to tell you what to do. I'm here to listen to you, help you clarify your goals, and then offer you objective professional solutions to turn your dreams into reality.
Marianne Nolte, CFP®
My path to becoming a Certified Financial Planner™ began when I became the caregiver to my aging parents. Along with being their primary caretaker, I also had the responsibility of helping them align their finances with their end-of-life desires. Through this experience, I got to see how rewarding it can be to have someone trust you to stand beside them on their financial journey.
Are you looking to streamline your financial life and achieve maximum results? Marianne Nolte, a Certified Financial Planner™, helps women align their resources with their goals to shape the future they want.
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