Jacob Molina

Owner

CFP®, CPA

Styra Wealth Management8700 E Vista Bonita Drive, Suite 228, Scottsdale, AZ 85255

Languages: English

My Approach

You've spent decades saving; now how do you make it last? We start with what you want retirement to look like, then build the plan to support it, and keep it current as your life changes.

The Clients I Serve

Pre-Retiree, Retirees or Seniors, Working in Retirement

Major Milestones I Specialize In

Compensation Changes, Retirement Planning, Sudden Wealth or Inheritance

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

We start with a complimentary 45-minute conversation about what you want retirement to look like. Then we turn it into a one-page retirement roadmap with your goals and where we can help. Once we begin, we meet twice a year, at midyear and before year-end, and you can reach out whenever something comes up.

Disclosures

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.