Heirloom Financial Services
At Heirloom Financial Services, we believe everyone deserves access to a financial planner, regardless of their age or assets. That's why we welcome clients of all ages, including Gen X, Gen Y and Millennials, who are often overlooked by traditional financial advisors.
We are proud to serve our clients as a fee-only financial planning firm, which means we do not earn any commissions. This helps you by eliminating conflicts of interest that arise when financial advisors receive commissions from the sale of financial products.
We uphold the fiduciary oath, which means we ALWAYS act in our clients' best interests.
Owner, Wendy Hubbard, is a CERTIFIED FINANCIAL PLANNER™, which is the recognized industry standard for financial planning professionals. Wendy is also an Enrolled Agent with the IRS. Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. All candidates are subjected to a rigorous background check by the IRS. In addition to these designations, Wendy earned her Masters degree in Finance from Indiana Unversity.
WE MAKE IT EASY
In addition to our office located in North Phoenix, we are also available to meet with clients virtually using online video conferencing. We make scheduling an appointment a breeze by offering a scheduling tool where you can easily schedule an appointment at a time convenient for you, without having to play phone tag.