Craig Scrimpshire

Financial Advisor

CFP®, ChFC®

Ameriprise5690 W Chandler Blvd, Suite 4, Chandler, AZ 85226

Broker Affiliation: Ameriprise Financial Services, Inc.

Languages: English

My Approach

Craig Scrimpshire is a CERTIFIED FINANCIAL PLANNER® professional and financial advisor based in Chandler, Arizona. He provides financial advice to individuals and families within a structured, planning‑oriented advisory framework. Craig’s approach emphasizes understanding each client’s goals, priorities, and overall financial situation before evaluating potential strategies. His work focuses on helping clients organize their finances, assess options, and make informed decisions over time. He frequently works with individuals approaching retirement or already retired, as well as those navigating ongoing investment, income, and risk‑management considerations. When you work with Craig, you can expect: • One‑on‑one financial advice based on your goals and individual needs • Personalized recommendations designed to support a diversified investment approach and address uncertainty • Ongoing reviews to revisit goals, progress, and financial considerations as circumstances change • Access to accounts and digital tools to help you stay organized and informed Craig serves clients in Chandler and the surrounding Phoenix metro area and meets with clients in person, by phone, or online. If you’d like to learn more, getting started begins with a complimentary initial consultation, available at a time that’s convenient for you.

The Clients I Serve

GenX

Gen X is often caught in the middle, balancing retirement planning, helping adult children, and sometimes caring for aging parents. My advice is simple: don't neglect your own retirement. There are ways to help fund a child's education, but there are no loans for retirement. Take the time to understand where you stand today, maximize available retirement savings opportunities, and develop a plan for turning your assets into retirement income. The sooner you have clarity around your retirement goals, the more flexibility you'll have when life's competing priorities arise.

Pre-Retiree

One of the biggest risks for pre-retirees is not knowing what they don't know. Most people will spend hours planning a two-week vacation, yet retirement may last 15, 20, or even 30 years. The closer you get to retirement, the more important it becomes to understand how all the pieces fit together, including income, taxes, healthcare, investments, and spending. Taking the time to plan ahead can help you avoid costly surprises and give you greater confidence that you're prepared for the years ahead. Retirement isn't just about having enough money. It's about creating a plan that supports the life you want to live.

Women & Female Leaders

For women, my advice is to be actively involved in your financial life. Whether you're managing finances on your own or with a spouse or partner, understanding your income, expenses, investments, insurance, and estate plan can help you make informed decisions and feel more confident about your future. Financial independence isn't about doing everything yourself. It's about knowing where you stand and having a plan for where you want to go

Major Milestones I Specialize In

Early Retirement or Financial Independence

For those pursuing early retirement or financial independence, my advice is to focus on building flexibility, not just a number. Financial independence isn't simply about accumulating assets. It's about creating options and having the freedom to spend your time the way you choose. The sooner you align your spending, saving, and investing decisions with your long-term goals, the more choices you'll have along the way.

Retirement Planning

Retirement planning is really about buying yourself choices. The earlier you start planning, the more flexibility you'll have when deciding when to retire, how much to spend, where to live, and what you want your next chapter to look like

Widowhood

After losing a spouse, it's easy to feel like you need to have everything figured out. You don't. Give yourself permission to slow down and focus on what's most important right now. Many financial decisions can wait until the emotions of the moment have settled. Thoughtful decisions are almost always better than rushed ones

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Craig Scrimpshire is a financial advisor in Chandler, Arizona, providing personalized financial advice to individuals and families seeking structured guidance around retirement planning, investment management, and long‑term financial decision‑making. As a CERTIFIED FINANCIAL PLANNER® professional, Craig helps clients evaluate their financial situation and develop strategies designed to align with their goals and priorities. Craig follows a planning‑based approach that begins with understanding each client’s personal circumstances, objectives, and concerns. He works with individuals and families at various stages of life, including those approaching retirement and those already retired, who want help navigating financial transitions, managing investment risk, and planning for income needs over time. The planning process is ongoing and designed to adapt as goals, circumstances, and market conditions change. Craig primarily serves clients in Chandler and the surrounding Phoenix metro area, offering meetings in person, by phone, or online.

Disclosures

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.