Custom Financial Design is a wealth management firm located in Phoenix, AZ, offering personalized financial planning services to individuals, families, and small business owners. Led by Rebecca S. Kennell, a CERTIFIED FINANCIAL PLANNER, their experienced team provides insight and direction to help clients build solid retirement plans focused on fulfilling their needs and financial goals.
With a commitment to helping clients grow and protect their money, Custom Financial Design guides individuals through important retirement decisions such as rollovers, social security options, beneficiary planning, and income strategies. Their expertise and dedication make them a trusted partner in pursuing financial goals and securing a prosperous future.
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