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Phil and Justin Krznarich welcome you to Thunderbird Wealth Management, Inc.'s website!
Here you will find an abundance of information in the form of newsletter articles, calculators, and research reports that you may find beneficial.

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We are dedicated to assisting you in understanding the strategies that will help you pursue your financial goals.

We take great pride in providing strategies that work with our clients' unique objectives and individual situations. We look forward to taking the time to meet with you so that we may truly  understand your financial goals and needs.

Please call us for a free, no obligation, consultation! 

Our Services


   

    With so many different strategies and products available for investors in the market, navigating today's financial waters can be a daunting task.  Our practice is dedicated to giving you, our client, sound and professional advice and guidance.  After getting to know you on a personal, as well as on a financial level, we can build an investment portfolio that will cater to your unique objectives.    

    We offer fee-based or commission-based customized portfolio management, depending on your investment objectives.

 

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Our services include:

Retirement Planning; some investment strategies include: Traditional IRA's, 401(k) Rollovers, SEP/SIMPLE IRA's, Roth IRA's, Annuities, 403(B), Defined Benefit Plans, Buy/Sell Agreements, and Life Insurance Retirement Plans.                 
Managed asset plans for professional fee-based portfolio management.
Customized investment portfolio that is designed to help you realize your short- and long-term investment goals.
Simplified performance reporting, making it easy for you to monitor your account.
Ongoing professional advice, timely information about your account and updates on the world's financial markets.                                                                   
Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
Life insurance, providing financial protection for your loved ones.
Cash flow analysis for everyday budgeting of living expenses.
If you have any questions feel free to call us.



 

Business Information

25873 N 104th Dr
Peoria, AZ 85383

623-979-3035
https://www.tbirdwealth.com

Type(s) of Business

Investment Advisory Services
Investment Management
Retirement Planning Services

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