We help put all the puzzle pieces together

 

 

Janenne Staley Lackey, CFP(R)
 
 
Janenne is a CERTIFIED FINANCIAL PLANNER(TM) that firmly believes in Complete Personal Value Based Financial Planning. This consists of determining what money means to you and more importantly, establishing goals. It also consists of the 6 areas of Financial Planning: investment, retirement, tax, and estate planning, debt and risk management. By covering all aspects of Financial Planning, she is able to assist her clients in making sure they have the best plan for their family. Janenne makes sure that her clients have goals, they know what money means to them, and they understand they can get there through the plan she provides.

 

 

 

 

 

 

Personal Value Based Financial Planning is the process of finding out what money

means to you, establishing goals, and building and implementing the actions

necessary to pursue them. Without goals and a plan to reach them, you roam

around hoping to get what you want instead of planning for them and actually

getting them when you want them. This process consists of evaluating your

situation in these following areas:

 

 

 

 

 

 

 

 

Wilde Wealth Management Group, Inc

7025 N Scottsdale Rd, Suite 115

Scottsdale, AZ 85253

Phone: 800-394-9416

480-361-6209

Fax: 480-361-6215

janenne@wildewealth.com

 

Wilde Wealth Management Group Inc. is not affiliated with Multi-Financial Securities Corporation or ING. Securities and advisory services offered through Multi-Financial Securities Corporation, Member FINR/ SIPC, and ING Company.

 

Janenne Lackey, Wilde Wealth Management Group, Inc. nor Reps of Multi-Financial Securities Corporation is not a tax advisor, CPA, or attorney. Always consult a tax advisor on tax related issues and an attorney on legal related issues.

Janenne Lackey is licensed to sell securities in the following states: Arizona, California, Florida, Georgia, Hawaii, Illinois, Nevada, New Mexico, North Carolina, Pennsylvania, and Virginia. Janenne Lackey is licensed to sell insurance products in the following states: Arizona

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM)and CFP (with flame logo)(R) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.