FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN
Welcome to Imagine Financial Services of Lake Havasu City, Arizona.
Advisor Marianne Nolte, CFP® provides financial services virtually and in person.
Imagine Financial Services is a woman-owned business that caters to women and couples seeking a financial accountability partner.
Imagine Financial Services, tax-smart financial planning, and investment management to take the worry out of your finances.
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® pro. 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 are a team
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 journey to becoming a Certified Financial Planner® began decades ago when I became the caregiver to my aging parents. Aside from being their primary caretaker, I also took on the responsibility of helping them align their finances with their end-of-life desires. I quickly learned I have a passion for finance and for helping others.
Are you looking to streamline your financial life and maximize results? I'm Marianne Nolte, Certified Financial Planner®. I work to align your resources and goals to shape your desired future.
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