We are here to help you get clarity about how you want your story to play out going forward. It starts with my team’s responsibility to know your background, meet your stakeholders and understand your goals. This means taking the time and having the respect to hear the full story of all the rainmakers and owners. This is paramount in the process before recommending any action(s). It’s about mutual transparency. If we expect you to bare the soul of your life’s work, then it’s only fair for us to come to the table with equal candor and disclosure.
No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement and financial independence. We will be there every step of the way and answer any questions that you have about reaching, or even exceeding, your financial goals. Clear Direction Investments makes it simple: Planning & Investments. My team can assist with one or both. We have all the bases covered professionally, logistically and experientially.
Just like filing income taxes, correctly filling out the forms necessary for financial aid determines, to some degree, the size of the checks that you’ll need to write to put your kids through college. There is much more, however, to the financial-aid picture than filling out forms. Just like tax planning, proper college planning can mean significant savings. Comprehensive planning helps ensure that students receive the best possible insight from the universities they want to attend. Furthermore, Randy will use his fiduciary philosophy to help your family be realistic with how much financial aid, if any, you should plan on.
You have worked hard for the things that you have and the good life you’ve achieved. So why not make sure your hard work lasts for years to come? We can help you formulate a plan to protect your way of life and the assets you’ve accumulated. Additionally, we will help you plan ways for your beneficiaries to enjoy the benefits that you want to leave them. We will coordinate with your attorney to review your current estate plan.
Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. This communication is strictly intended for individuals residing in the states of AZ, AL, CA, KS, MA, OR, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. This is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.
8390 E. Via de Ventura
Scottsdale, AZ 85258
Our mission is clear: we work for you! As your fiduciary, our diversified team of experts provides a breadth of investments (public market securities and alternative investments) to provide true diversification.