Arizona Financial Plan

At Arizona Financial Plan, we believe that preparing for your financial future is not only an enormous task, but it can also be a complicated one. That's why we're here to help. With nearly 30 years of experience in managing assets, our financial planner, Tom Fischer, has learned that we cannot control the stock market, but through proper asset allocation and communication, we can manage your expectations.

Our Partnership with You is built on trust, transparency, and a deep understanding of your financial goals and values. We believe that financial planning is not just about managing your assets, but about understanding what makes you tick and what you want to achieve in life. Our team is dedicated to providing comprehensive financial planning services that cater to your unique needs and goals.

Our Services

We offer a wide range of financial planning services, including investment management, retirement planning, income planning, wealth management, and estate planning. Our goal is to help you achieve financial freedom and live the life you've always dreamed of. We do this by providing personalized financial planning solutions that are tailored to your specific needs and goals.

Through our experience, we have learned that having a solid partnership is essential to effective financial planning. That's why we're committed to building long-term relationships with our clients, based on trust, respect, and open communication. We believe that by working together, we can help you achieve your financial goals and live a more fulfilling life.

Our Values

At Arizona Financial Plan, we value honesty, integrity, and transparency in everything we do. We believe that our clients deserve the best possible service, and we're committed to providing it. Our team is dedicated to providing exceptional customer service, and we strive to build long-term relationships with our clients, based on trust, respect, and open communication.

Meet Our Team

Our team is led by Tom Fischer, a financial planner with nearly 30 years of experience in the financial services industry. Tom is dedicated to providing personalized financial planning services that cater to your unique needs and goals. He's passionate about helping people achieve financial freedom and living the life they've always dreamed of.

Our team also includes Brittany Kagele and Leslie Rodriguez, who are dedicated to providing exceptional customer service and administrative support. They're always available to answer your questions and provide assistance with any administrative tasks.