We help put all the puzzle pieces together
Janenne Staley Lackey, CFP(R) - Janenne is a CERTIFIED FINANCIAL PLANNER(TM) that firmly believes in Complete Personal Value Based Financial Planning. This consists of determining what money means to you and more importantly, establishing goals. It also consists of the 6 areas of Financial Planning: investment, retirement, tax, and estate planning, debt and risk management. By covering all aspects of Financial Planning, she is able to assist her clients helping make sure they have a customized personal plan for their family. Janenne makes sure that her clients have goals, they know what money means to them, and they understand they can get there through the plan she provides.
Personal Goal Based Financial Planning is the process of figuring our where you are today, deciding
what you want in the future (establishing goals), and then building and implementing the actions
necessary to pursue those goals.
I personally like to look at my Financial Plans as a road map. We know where you are today, we know where you
want to be in the future, and the road is the plan. To get to where you want to be, you need a road.
We also don't want this road to have as few "potholes" as possible. In otherwords, we need to make sure that all
areas are covered, so we are prepared when something goes wrong, or at least able to handle the situation. One way
I try to make sure the potholes are as few or shallow as possible is evaluating your
situation in these following areas:
Wilde Wealth Management Group, Inc
7025 N Scottsdale Rd, Suite 115
Scottsdale, AZ 85253
Phone: 800-394-9416
480-361-6209
Fax: 480-361-6215
Wilde Wealth Management Group Inc. is not affiliated with Multi-Financial Securities Corporation. Securities and advisory services offered through Multi-Financial Securities Corporation, Member FINR/ SIPC.
Janenne Lackey, Wilde Wealth Management Group, Inc. nor Reps of Multi-Financial Securities Corporation is not a tax advisor, CPA, or attorney. Always consult a tax advisor on tax related issues and an attorney on legal related issues.
Janenne Lackey is licensed to sell securities in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Michigan, Montana, Nevada, New Mexico, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, Washington and Wisconsin. Janenne Lackey is licensed to sell insurance products in the following states: Arizona, Florida, Georgia, Illinois, and Virginia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM)and CFP (with flame logo)(R) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.