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Spirit West Advisors
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What We Do For You
Financial Planning
Investment Management
Scottsdale
Prescott
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Spirit West Advisors
About
What We Do For You
Financial Planning
Investment Management
Scottsdale
Prescott
FAQs
Schedule a Consultation
About
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What We Do For You
Financial Planning
Investment Management
Folder: Locations
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Scottsdale
Prescott
FAQs
Schedule a Consultation

Sign up for our new Rancho Financho podcast to hear CFP® Kevin M. Schaefer discuss financial planning tips.

scottsdale

5011 N Granite Reef Rd
Scottsdale, AZ 85250
480-306-7823

Prescott

511 E Gurley St.
Prescott, AZ 86301
928-515-2322

Scottsdale Prescott LinkedIn

Estate planning needs?

Visit our sister company, Spirit West Certified Planning, LLC
www.spiritwestplanning.com

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Website Privacy Policy | Client Relationship Summary, Financial Disclosure & Privacy Policy

Kevin M. Schaefer, CFP® offers investment advisory services through Spirit West Advisors, LLC (Scottsdale, AZ 85251), an SEC Registered Investment Advisor.   Spirit West Advisors, LLC and its advisors do not render tax, legal, or accounting advice.  Insurance products and services are offered through Spirit West Certified Planning, LLC, an affiliated entity. Spirit West Certified Planning, LLC is not an Investment Advisor and is affiliated with Spirit West Advisors, LLC.  Insurance products and services are offered through Kevin M. Schaefer, CFP®, independent agent.

Kevin M. Schaefer, CFP®, Spirit West Certified Planning, LLC and Spirit West Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Being registered as an Investment Advisor does not imply a certain level of skill or training.  All content is for information purposes only.  It is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance or indication or future results.  Opinions expressed herin are solely those of Spirit West Advisors, LLC and our editorial staff.  The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.  All information and ideas on this website should be discussed in detail with your individual advisor prior to implementation.  The information contained herin should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the state of Arizona or where otherwise legally permitted.  Images and photographs are included for the sole purpose of visually enhancing the website.  None of them are photographs of current or former clients.  Images and photographs should not be construed as an endorsement or testimonial from any of the persons in the photograph.  Financial investments are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investment always involves risk and possible loss of capital.