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Personal Loan
Fixed-rate personal loans for debt consolidation, home repairs or major purchases, with advice on the right amount and help through every step of the application.
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Licensed and independent financial advisors
Financial advice, plus the support to act on it.
Loans, mortgages, investing, tax advisory and insurance from Phoenix advisors who explain your options and help you carry out the plan.
- No hidden fees
- Year-round support
- Free first consultation
Your Advice Plus Plan
- Goals discussed
- Options explained
- Next steps handled
Licensed Advisors
Qualified professionals in lending, tax and insurance
Advice Plus Action
We help you carry out the plan
Clear Pricing
Every fee explained in writing, upfront
Phoenix Based
Local advisors serving the East Valley
Phoenix team
About Finance Advice Plus
Discover Our Approach
Advice you can trust, plus the help to follow through
Finance Advice Plus is an independent financial services firm in Phoenix, Arizona. We give families and business owners honest financial advice, plus the hands-on help to put it to work across borrowing, investing, taxes and insurance.
One dedicated advisor for your whole financial picture
A written plan and ongoing support for every client
Options from a broad network of trusted providers
Straight answers in plain English
Our Services
Financial services with advice plus support
From your first loan to your retirement plan, every recommendation comes with help to put it in place.
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Credit Loan
Credit lines and credit-builder loans, plus a personal plan to lower balances, avoid costly interest and build stronger credit over time.
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Mortgage Loan
Purchase and refinance mortgages in Phoenix, Ahwatukee and across the East Valley, with guidance from pre-approval through closing day.
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Wealth and Investment Planning
Diversified portfolios and retirement income plans built around your goals, plus regular reviews to keep your investments on course.
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Tax Advisory
Federal and Arizona income tax planning and preparation for individuals, families, retirees and small businesses, with support all year long.
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Insurance Services
Home, auto, life, health, disability and umbrella coverage compared across trusted carriers, plus help with claims when you need it most.
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How It Works
Four steps from advice to action
Step 01
Listen First
We learn about your income, family, debts, savings and goals before we offer a single recommendation.
Step 02
Advise Clearly
We explain your options in plain English, with the costs and trade-offs of each one.
Step 03
Build Your Plan
We help you put the plan in place, from loan applications and accounts to tax filings and policies.
Step 04
Review and Adjust
We stay in touch year-round and review your plan every year as your income and goals change.
Why Choose Us
More than advice for Arizona families
Support that continues
We stay with you after the first meeting, checking progress and adjusting as life changes.
Independent advice
We compare products from many providers instead of selling a single company's products.
Plain-English guidance
We explain your options clearly so you can make confident decisions.
Ongoing support
Regular reviews keep your plan aligned with your goals as life changes.
Good advice is only the start. Real progress comes from putting it into action, one step at a time.
Client Stories
Arizona families moving forward with confidence
“Finance Advice Plus did more than give us advice. They helped us open the accounts, set up the transfers and check in every few months.”
“They explained exactly how each advisor fee model works before we started. No surprises, just honest answers.”
“They helped my mother apply for the senior valuation freeze with the Maricopa County Assessor and reminded her when it was time to renew.”
“We opened an AZ529 account for our granddaughter and finally started claiming the Arizona deduction.”
“They guided us from pre-approval to closing on our first home in Ahwatukee. Every step was explained.”
“Patient, honest and always available. I trust Finance Advice Plus with our investments, taxes and insurance.”
Questions
Answers before you get started
Cannot find what you are looking for? Our team is happy to help by phone or email.
Ask a QuestionCall us, send a message through our contact form or visit our Phoenix office. Your first advice session is free and comes with no obligation.
It means we do more than give advice. We help you put the plan into action and stay in touch to keep it on track as life changes.
No. We help clients at every stage, from paying down a first credit card to planning income in retirement.
Your first session is free. Before any paid service begins, we explain every fee clearly in writing so you always know what to expect.
Recent pay stubs, your latest tax return, bank, loan and retirement statements, a list of monthly bills and any insurance policies.
Yes. We serve Phoenix, Ahwatukee, Tempe, Chandler, Mesa, Gilbert and all of Maricopa County in person, and clients across the USA by phone, video call and secure email.
Latest Blog
Financial advice guides
What to Expect From a Financial Advisor: Questions to Ask Before You Hire One
The right financial advisor can make a lasting difference. Here is what a good advisor should do and the questions to ask before you choose one.
Read the guide
Arizona Senior Valuation Protection: How Homeowners 65 and Older Can Freeze Their Home's Value
Arizona lets many seniors freeze the value used to calculate their property taxes. Here is who may qualify and how to apply in Maricopa County.
Read the guide
Saving for College in Arizona With the AZ529 Plan
Arizona families can save for college with tax-free growth and a state income tax deduction. Here is how AZ529 savings work alongside state aid.
Read the guideReady for advice that comes with real support?
Book a free, no-obligation advice session at our Phoenix office or by video.