Dreaming, after all, is a form of planning.
- Gloria Steinem
Scott Sandell, Your Investment Counselor
Through education, we empower you to make informed financial decisions, minimize risk and optimize your wealth management strategy. By offering a range of service models, we cater to you no matter where you are in your financial journey. Our goal is simple: to be your unbiased resource for whatever your financial needs, questions or concerms may be. Utilize my expertise by the hour, for specific product advice or traditionally with full-service management.
(You've probably seen our educational videos on YouTube: PlanningBeforeInvesting.)
For an appointment, please select the option
below that best suits your needs:
Scott Sandell, MBA
Lead Financial Planner
Retirement Coach
Greyson Geiler
Investment Advisor
GoldRush Yield Fund Manager
David McAvoy, CPA
Small Buisness Tax Planning
Alex Evers, EA
Individual Tax Planning
8655 East Via De Ventura Suite F-127 Scottsdale, AZ 85258
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Insurance Services are offered through SES Services. Investment advisory services are offered through Andorra Capital. Tax planning and preparation provided by Senior Tax Network. The information contained in this website is for general information purposes only. The information is provided by SES Services, LLC and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Through this website you are able to link to other websites which are not under the control of SES Services, LLC. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them. Every effort is made to keep the website up and running smoothly. However, SES Services, LLC takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.
McAvoy & Toel CPAs does not provide any investment or legal advice. This material has been prepared for informational purposes only Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, our firm would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.