Dana Anspach (CFP®)

Dana Anspach focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As an expert in her field Dana has been About.com's Guide to MoneyOver55 since 2008. She also currently serves as the Chair of the Practitioner Peer Review Committee for the Retirement Management Journal, a publication issued by the Retirement Income Industry Association.

Practicing since 1995, Dana is a Certified Financial PlannerTM, Retirement Management Analyst,SM, member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association).

Dana has used her experience to come up with a concept she calls juicing...

"Imagine hand-squeezing oranges every morning so you can have a glass of fresh-squeezed juice. You think you’re doing well. You’re getting a decent amount of juice out of each orange. Then, one holiday, someone gives you a juicer. Now, same number of oranges... lots more juice."

Where does the extra juice come from? Well, it’s already there, but right now it’s getting tossed away. Sometimes it goes toward taxes that could be avoided, excess investment fees, errant planning decisions… The important thing to know is this juice can be going right back into your cup.

So how do you juice?

Specifically, we have a process that helps you:

    Pay less in taxes
    Save on investment fees
    Earn more with a rules-based approach
    Expand your toolbox
    And if you are near retirement, there might be a way to make your Social Security benefits do more

Call us today at 888-697-3847, or 480-719-7290. Or send an email to dana@sensiblemoney.com. Be sure to mention you found us on NAPFA.

 

Additional Information

Dana was born in Iowa City, IA, graduated from the University of Florida in Gainesville, and then lived in Grand Junction, CO for seven years prior to moving to Phoenix in 2001.

She loves dogs, enjoys reading, working out, and riding her motorcross bikes, a Honda 250x or KTM 125.

NAPFA Start Date

June 02, 2009

Submit
Submit

This Office

4200 N. Marshall Way, Suite 2 Scottsdale, AZ 85251-3223 Phone: (480) 719-7290