Dreaming, after all, is a form of planning.
- Gloria Steinem
Welcome to YourInvestmentCounselor.com
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
ContactUs@SESweb.net
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Investment advisory services offered through Alphastar Capital Management, LLC (“Alphastar”), a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products, tax planning services and recommendations regarding precious metals are offered through SES Services and Andorra Capital. Alphastar Capital Management, SES Services and Andorra Capital are separate and independent entities. Alphastar is not involved in the offer, recommendation, sale or management of commission-based fixed insurance products or precious metal products. SES Services offers insurance products through individuals licensed to sell insurance. Information regarding guaranteed returns or income streams refer only to fixed insurance products offered by SES Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Alphastar also does not provide tax or legal advice.
The content is developed from sources believed to be providing accurate information. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any security, investment product or investment strategy to your individual situation. Please consult with SES Services, Andorra Capital and legal or tax professionals for specific information regarding your individual situation.
We take protecting your data and privacy very seriously.As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.
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.
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