SERVICES

Character Confidence Trust


Financial Wellness Coaching

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MEET ME

This firm was formed to provide clients with comprehensive financial planning and wealth management services. Motivated by its desire to help every client achieve financial liberty, the advisors of the firm offer a multidisciplinary financial approach, a broad network of certified professionals, valuable access, and a dedicated team that offers a tailored experience and services to clients. In addition, this specialized team of financial experts is committed to serving clients with loyalty, fairness, responsibility, and competency. The advisors of the firm know that their clients have worked hard to get where they are today, and vow to help them get where they are going tomorrow.

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SERVICES

Choose the services a' la carte or build a comprehensive plan

Life & Longevity Planning

It' not just numbers. Longevity risk is wreaking financial and emotional havoc on families. Let us help you mitigate that risk.

Investment Advice & Risk Analysis

What is your risk number? Does your risk tolerance and investment choices align with one another? Take the Riskalyze assessment below and find out.

Investment Management

Portfolio management through third party money managers, such as Morningstar, JP Morgan Chase& Blackrock to name a few.

Retirement Planning

Income planning creates predictable sleeves of income from social security, pensions, 401(K)s and annuities. The greatest fear Americans have is running out of money in retirement.

Tax Planning

Tax planning is an essential part of any plan. It helps achieve a predictable outcome. Keep more of what you earn. 

Estate Planning

Estate planning is not only for the wealthy. Avoid bickering among your children after you're gone. Get them involved and communicate your intentions.

The Aging Of Baby Boomers

Do yo know someone with cognitive impairment? Dimentia? Alzheimers? I did and the end is not pleasant. Plan ahead before the storm hits.

Comprehensive Financial Planning

This is where we tie in all the essential pieces of your financial character & confidence in our process and build mutual trust

Mortgage Finance Planning

A home purchase is the largest investment most people make. With smart planning, we help guide you through TRID and the maze of options available to you.

Divorce Issues

Life events often try to derail the best of plans. Through partnerships with certified family attorneys, we help you minimize their impact.

Insurance Risk Management

With proper insurance planning, longevity & premature death risks should be managed to avoid chaos from those life events.

Wills, Revocable & Irrevocable Trusts  

This service is offerred through strategic alliances with trusted legal partners.

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REVIEWS


FINRA does not allow testimonials but we'll gladly give you references you can talk to.

OUR APPROACH


First, We listen.

I’ll start with an honest chat with you to understand you, your family, your goals and vision and line it up with our mission, which is helping our clients reach financial freedom.  

Then, We learn.

What I learn sets the foundation for a roadmap. We’ll build upon it to create a clear, concise and cohesive plan to help guide you to your vision and financial freedom.

Lastly, We lead.

I lead by utilizing the tools at our disposial to make it simple yet comprensive to address all your areas of concern. 

Harry Blake Panosian

About Harry

Harry's gravitation to the financial services industry began taking shape early on when personal tragedy struck home with the untimely death of his father at the influential age of 16 to a massive heart attack. While attending Widener University Harry worked odd jobs to pay for his tuition and to make ends meet. Upon graduation, Harry decided to embark on a career in the financial services industry, specifically life insurance. Harry's father Krikor, a hard working dedicated family man did not believe in life insurance and did not carry any life insurance on his own life which caused extreme hardship on the family. His untimely death and lack of financial means hence inspired Harry the desire to empower others to be prepared for financial calamity brought on by untimely death.. Decades later, Harry has enjoyed success by embracing his clients and providing them with the unparalleled service with integrity in multiple financial services disciplines. 

Harry's Professional designations are: Certified Financial Planner™ Professional, CFP®, Certified Divorce Financial Analyst®, CDFA®, Certified Mortgage Consultant®, CMC®, Chartered Financial Consultant™, ChFC® & Accredited Investment Fiduciary™, AIF®.

Harry has over 35 years of experience in the financial services industry. He holds securities licenses Series 7, 24, & 63 as well as licenses in real estate AZ SA511150000, mortgage broker NMLS# 150459, and insurance, NIPR # 2494007 Harry received his B.A. from Widener University, CFP® from the College for Financial Planning in Denver, ChFC® from The American University & CDFA® Designation through The Institute for Divorce Financial Analysts.

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