Truth Before Facts

Phone: 602.522.2234
Email: tim@minertfinancial.com

Scott R. Koesterer

Scott R. Koesterer
CFP®

Investment Advisor Representative

Phone: 
(602) 274-6432

Scott is a fee-based financial planner focused on asset management, retirement planning, and business owner planning. His planning process covers these steps:

 

  • Advice, Consulting and Planning
  • Portfolio Modeling Analysis and Design;
  • Development and Investment Policy Statement;
  • Implementation, and
  • Ongoing Monitoring, Due Diligence and Reporting.

Scott’s planning process integrates asset allocation, active management, and tax management in a way that helps avoid uncompensated risks, capture manager skill, and reduce the impact of taxes with the goal of enhancing the client’s net total return over time.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

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