Gilbert, Arizona, United States
Named to Forbes "Best-in-State Wealth Advisors" list, 2025, 2024, 2023, 2022, 2021, 2019 and 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).* There are really only two possibilities: either we outlive the money or the money outlives us. Our team helps guide you towards that second door, a plan to maintain purchasing power in a way that is comfortable for you. My wife calls this "The Bubble of Bliss". Since entering this profession, my experience has been that the most successful investors are goal-focused and planning-driven. At The Ashcraft Group, we'll help you develop an action plan and use that plan to tune out the fads and the fears of the moment. We have a positive economic and investing worldview that is based on the overwhelming weight of the historical evidence. We'll help you implement your action plan with a buy discipline, a sell discipline and a diversification philosophy. Most of our clients are working on multi-decade and intergenerational wealth management plans for education, retirement, and legacy goals. Since we have long time horizons, we don't make investment policy based on today's headlines. Instead, we align our portfolios with our most important long-term goals. We arrange our affairs to insulate us from the mischief that politicians and the world create. A financial buffer between us and them gives us the freedom to live our lives without having to react to whatever the news of the day is. I don't forecast the economy, I don't time the markets, I can't project future performance and I'm convinced that neither can anyone else. I believe that my highest-value services are planning, behavioral guidance, and avoiding the big mistake. Sometimes it's as basic as helping clients avoid overreacting to negative and positive market events and sticking with their action plan. Whatever comes along, we're going to get through it together. Call me if you would like to talk about anything at all.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. Direct: 480.752.6405 Email: [email protected] Website: https://fa.ml.com/arizona/gilbert/the-ashcraft-group/