At High Desert Finance, we provide unbiased financial advice based on your needs, goals, and desires.  As an independent financial firm, we have the ability to work with many different investment companies.

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Jeff Stanga  -   Financial Advisor   At High Desert Finance we can satisfy a particular financial need or create a tailored plan for all of your needs, goals, and financial desires. As a Financial Advisor I would like to meet with you to set up a free consultation. In the comments you can list particular questions or concerns you may have and from here we can get the ball rolling to a better future..

Fill out your information below: Comments Do you have questions? So what can a financial advisor do for me? Personal financial advisors assess the financial needs of individuals. Advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. They help them to identify and plan to meet short- and long-term goals. Planners help clients with retirement and estate planning, funding the college education of children, and general investment choices. Many also provide tax advice or sell life insurance. Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management. Personal financial advisors usually work with many clients, and they often must find their own customers. Many personal financial advisors spend a great deal of their time making sales calls and marketing their services. Many advisors also meet potential clients by giving seminars or lectures or through business and social contacts. Finding clients and building a customer base is one of the most important aspects of becoming successful as a financial advisor. Financial advisors begin work with a client by setting up a consultation. This is usually an in-person meeting where the advisor obtains as much information as possible about the client’s finances and goals. The advisor then develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client’s goals, attitude toward risk, and expectation or need for a return on the investment. Sometimes this plan is written, but more often it is in the form of verbal advice. Advisors sometimes meet with accountants or legal professionals for help. Financial advisors usually meet with established clients at least once a year to update them on potential investments and adjust their financial plan to any life changes—such as marriage, disability, or retirement. Financial advisors also answer clients’ questions regarding changes in benefit plans or the consequences of a change in their jobs or careers. Financial planners must educate their clients about risks and various possible scenarios so that the clients don’t harbor unrealistic expectations.

 

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Testimonials:

Dear Jeff,  I want to personally thank you for helping me and my family plan our investment strategy. Your advice has taken me into a completely different direction in investment strategies and all early indicators are showing me that your methods are showing very positive results.  Additionally, my net worth is beginning to grow at a faster pace and my tax exposure is beginning to shrink.  I look forward to continuing investing with you and High Desert Finance. Sincerely - Todd

 

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