Saturn Wealth is a paid sponsor of Sonoran Living
The Saturn Wealth Way
We approach the process of planning for your future with care, consideration and commitment. As an independent financial services firm, Saturn Wealth isn't beholden to one company or one specific set of products. Rather, Saturn Wealth works to align clients strategically with solutions tailored to their specific goals and objectives. The team at Saturn Wealth values savings programs that include low-cost, low-fee options that may potentially reduce a client's tax burden and enhance their retirement position.
Our mission is to provide individuals and families in all stages of planning with objective, unbiased financial advice that they can use to help achieve their short- and long-term financial goals.
Education, service and support serve as a strong foundation for ensuring our clients can access the information they need to make informed, confident decisions to better prepare for life as it unfolds.
Whether you're at or nearing retirement or years from life after work, we can help you create a financial plan to help you prepare for the expected, the unexpected and everything in between.
As part of our commitment to help others achieve their financial dreams, Saturn Wealth is a proud member of the Society for Financial Awareness (SOFA). SOFA is a 501(c)(3) nonprofit public benefit corporation whose mission is to provide financial education across America, one community at a time.
Charisse Mackenzie is the president of Saturn Wealth, where she is an Accredited Investment Fiduciary® (AIF®), which certifies that she has specialized knowledge of fiduciary standards of care and their application to the investment management process. As the President, Charisse believes in listening first, offering financial education second, and making recommendations only after a prospective client feels confident moving forward.
As a fan of Sonoran Living, we are offering you a complimentary strategy session with our President, Charisse Mackenzie. This meeting is free of charge and there is no obligation, so if you have financial questions about your retirement, please give us a call today at 480-339-7103, or book an appointment online at www.saturnwealth.com
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Saturn Wealth are not affiliated companies.