Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Harry Panosian | Helping Scottsdale Professionals Transition from Wealth Accumulation to Retirement Income | CFP® | RICP® | ChFC® | AIF®|
Retirement Income Planning Specialst
Helping Pre-Retirees & Retirees Transition from Wealth Accumulation to Retirement Income
For more than 35 years, I have helped individuals, families, business owners, and retirees make informed financial decisions and develop strategies designed to support their long-term goals. As a CFP®, ChFC®, AIF®, RICP®, and Investment Advisor Representative, I bring a comprehensive approach to retirement planning and wealth management.
My commitment to financial planning began after witnessing firsthand the challenges families can face when they are unprepared for life's unexpected events. That experience shaped my passion for helping others pursue greater financial confidence through education, planning, and personalized guidance.
Today, I help clients navigate many of the financial challenges that arise before and during retirement, including:
• Retirement Income Planning
• Investment Management & Risk Analysis
• IRA & 401(k) Rollovers
• Social Security Planning Considerations
• Tax-Efficient Distribution Strategies
• Estate Planning Coordination
• Wealth Preservation & Legacy Planning
• Managing Inflation, Healthcare Costs, Longevity Risk, and Sequence of Returns Risk
I believe financial planning should be understandable, actionable, and tailored to each client's unique circumstances. Rather than offering one-size-fits-all solutions, I work closely with clients to create strategies aligned with their goals, risk tolerance, and retirement vision.
My process is built around three principles:
✔ Discover – Understand your goals, concerns, and aspirations.
✔ Plan – Develop a customized strategy for your unique situation.
✔ Implement & Monitor – Provide ongoing guidance and support.
I am passionate about educating clients through retirement workshops, seminars, educational presentations, and one-on-one conversations that simplify complex financial concepts and help individuals make informed decisions.
Based in Scottsdale, Arizona, I have proudly called the Valley home since 1997 and serve clients throughout Arizona and other approved states.
If you're preparing for retirement, recently retired, or seeking a second opinion on your current strategy, let's connect. I welcome the opportunity to discuss your goals, identify potential gaps, and explore ways to strengthen your retirement income plan. Visit harrypanosian.com or message me here on LinkedIn to start the conversation.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.