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Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Everyday Wealth
in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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Our Mission

We believe everyone deserves to move their financial life forward.

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Denise
Wedepohl

CRPC™

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Here to act in your best interests

About me

I am a glass half full person. I love my family, friends, animals, learning, movies, the outdoors and adventures that don't involve heights! I have always had a passion for financing and for being part of a working solution to make finances a part of life that contributes to feelings of security and making dreams come true and not to stress, worry and insecurity. I am thrilled to be able to work with people to achieve just that and with that box checked off, it frees up their time and energy for the life & dreams they choose.

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Chartered Retirement Planning Counselor™

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Phoenix - Emerging Investors

4742 N. 24th Street
Suite 270
Phoenix, AZ 85016

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.