Financial Life Planners

Financial Life Planners is a Financial Planner in Tempe, AZ. The firm provides comprehensive financial planning and investment management services to individuals, couples, and families throughout the United States. Specializing in goals-based planning, the business helps clients create tailored retirement strategies, manage risk, and build wealth-building habits. The team has served clients since 2001 and holds a rating of 4.50 based on customer reviews.

Co-owners Cynthia Fick and Gina Giachetti Wight are Series 65 registered legal fiduciaries with more than 50 years of combined experience in finance and investing. As a family-owned Registered Investment Advisory firm headquartered in Phoenix, the practice employs a holistic, concierge-based approach to analyze each client’s unique situation. The process begins with an initial review of accumulated assets to identify opportunities and gather context for future planning. The team educates clients on proven investment processes and adapts strategies to fit individual goals rather than forcing them into predefined systems. This includes reviewing coverage to protect loved ones, utilizing software for claiming strategies, and maximizing benefits for federal employees.

Cynthia Fick, a pioneer in the field with almost 30 years of experience, is a fee-only advisor who focuses on growing assets without commission links. She is known for her humor and honesty, and has been featured in USA Today, Investor’s Business Daily, and Third Age Magazine. The firm’s Six Stage Process includes a Life Empowerment Plan to address emotional and practical stumbling blocks. Services range from retirement income planning and asset protection to comprehensive portfolio reviews that assess performance and point out inefficiencies. The team works to ensure clients feel relieved and confident that their financial plans are realistic and achievable.

The business is recognized for its positive rating from the customers who have reviewed it. It is known for its integrity, devotion to finding the best solutions, and its commitment to helping clients make smart financial decisions. The firm has been named one of the “Best Financial Advisor Firms in Arizona” by Investor.com and Cynthia Fick has been named one of the top financial advisors in her community.

Financial Life Planners combines decades of fiduciary experience with personalized, fee-only planning to help Tempe residents secure their financial futures with confidence and clarity.

The firm sits on E Broadway Road, just a short distance from the Southwest College of Naturopathic Medicine and South Price Road. It is also located near the Price Freeway and Connolly Field.

BizScoreAI awards Financial Life Planners a Technical score of 86 out of 100, ensuring the website is secure and readable for search engines. The business receives a Content Quality score of 75 out of 100, which means the site clearly answers customer questions in a way that AI assistants can quote directly.