Who We Are
Ph. 480-398-4788 firstname.lastname@example.org
Steve Harper is a CERTIFIED FINANCIAL PLANNER™. He also holds the Chartered Advisor for Senior Living®, Chartered Financial Consultant®, and Retirement Income Certified Professional® designations from the American College as well as a BS in Business and Finance. Although Steve knows that knowledge, education, and experience are important, he feels that long term success comes through earning the trust of his clients through a personal relationship as they learn how much he cares about them, their families, and their success.
Steve lives with his wife Amy and their three children. He enjoys spending time with his kids at the park, swimming, jumping on the trampoline, or riding bikes as he knows they are growing up quickly and will not be kids for long.
Rand holds a Series 65 securities license enabling him to work with individuals and couples in the management of their investments. He is also insurance licensed with the State of Arizona.
Rand lives with his wife Rhiannan and their four children in Mesa, Arizona. He enjoys being in the outdoors with his family, camping, hunting and fishing.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Precisions Tax & Financial are not affiliated companies.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.