Michelle Anthony, MS, AIF®, CDFS® Modern Wealth Management - Tucson, Arizona

Introduction to Michelle Anthony, MS, AIF®, CDFS® Modern Wealth Management

For individuals and families seeking informed and personalized investment strategies, Michelle Anthony, MS, AIF®, CDFS® Modern Wealth Management stands as a valuable resource. Located in Tucson, Arizona, this firm distinguishes itself through a commitment to fiduciary responsibility and a deep understanding of financial planning. This document will provide a comprehensive overview of the firm, its services, location, and key points of interest, assisting potential clients in making an educated decision.

About Michelle Anthony and Modern Wealth Management

Michelle Anthony, MS, AIF®, CDFS®, is the driving force behind Modern Wealth Management. Her credentials – Master of Science in Financial Planning, Accredited Investment Fiduciary®, and Certified Divorce Financial Specialist® – demonstrate a rigorous and specialized education. She focuses on providing comprehensive wealth management solutions, extending beyond simple investment advice to encompass estate planning, retirement planning, and divorce financial matters. Ms. Anthony’s approach centers around a client-centric philosophy, prioritizing long-term financial goals and building enduring relationships based on trust and transparency. The firm’s name, Modern Wealth Management, reflects its dedication to utilizing current market trends and sophisticated planning techniques to optimize client portfolios.

Services Offered

Modern Wealth Management offers a wide range of services designed to address various financial needs. These include:

• Investment Management: Ms. Anthony crafts customized investment portfolios tailored to individual risk tolerance, time horizon, and financial objectives. This includes asset allocation, security selection, and ongoing portfolio monitoring and rebalancing.
• Retirement Planning: The firm assists clients in developing strategies for a secure retirement, considering factors such as Social Security, pensions, and various investment vehicles.
• Estate Planning: Recognizing the importance of legacy planning, Modern Wealth Management offers guidance on wills, trusts, and other estate planning tools.
• Divorce Financial Planning: As a Certified Divorce Financial Specialist®, Ms. Anthony specializes in helping clients navigate the complex financial aspects of divorce proceedings, aiming for equitable settlements and a smooth transition.
• Financial Checkups: Comprehensive reviews of existing financial situations, identifying strengths and weaknesses, and recommending adjustments as needed.

Location and Accessibility

Modern Wealth Management is strategically located at 3567 E Sunrise Dr Ste 101, Tucson, AZ 85718, United States. The office is designed with client comfort in mind and offers several accessibility features:

• Wheelchair-Accessible Car Park: Clients utilizing mobility aids will find convenient parking options.
• Wheelchair-Accessible Entrance: The firm’s entrance is fully accessible, ensuring ease of entry for all visitors.

Contact Information

For inquiries or to schedule a consultation, please contact Modern Wealth Management at Phone: 5202981900. You can also visit their website at accreditedinvestmentfiduciary.com to learn more about their services and Ms. Anthony’s qualifications.

Opinions and Reviews

Currently, Michelle Anthony, MS, AIF®, CDFS® Modern Wealth Management has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This indicates a limited amount of publicly available feedback. However, the firm’s commitment to fiduciary standards and specialized expertise suggests a strong potential for positive client experiences. It’s recommended to seek independent reviews and testimonials as they become available.

Key Takeaways and Recommendations

Considering the firm’s credentials, its focus on fiduciary principles, and its specialized expertise in areas like divorce financial planning, Modern Wealth Management presents a compelling option for individuals seeking comprehensive financial planning services. While currently lacking extensive online reviews, the firm’s dedication to client well-being and its professional qualifications are noteworthy. Potential clients are strongly encouraged to schedule a consultation to discuss their specific financial goals and explore how Ms. Anthony’s services can be tailored to their needs. The firm’s accessibility features further enhance the client experience. Further research and due diligence are always advisable before making any significant financial decisions. The firm’s website offers valuable information regarding their services and the qualifications of their lead advisor.