Estate planning
Guidance for managing affairs during life and beyond.
Active Money Management
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About Active Money Management
Estate planning is one of the areas Active Money Management addresses, with support for managing affairs during a client's lifetime and beyond. The Phoenix financial services firm works with individuals, families, and businesses on financial planning shaped around their particular concerns rather than a standard strategy. Its offerings include guidance related to estate matters, insurance, and tax returns, along with help exploring family financial goals. The firm also focuses on creating, growing, and protecting clients' estates as personal and business circumstances change. Its website provides educational articles and videos on topics such as investment strategies for affluent investors and directors and officers liability insurance. Active Money Management serves clients seeking help navigating financial decisions and planning for the future.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Insurance guidance
Information on steps to protect what clients have built.
Financial education
Articles and videos on investment and insurance topics.
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