Todd Desberg, Certified Financial Fiduciary

Todd Desberg, Certified Financial Fiduciary Financial planning & CFO services for individuals and business owners. Certified Financial Fiduciary® Knowledge is power.

It is also the foundation for intelligent, well-considered decisions. Whether you have investment income or retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a Fiduciary Advisor, I am committed to helping people create solutions for their retirement assets. Once I understand your risk tolerance, time horizon an

d goals, I work diligently to develop a program that carefully balances investment risk with preserving principal. We create your retirement income plan and manage legacy assets with tax efficient wealth transfer strategies.

06/12/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/08/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
06/05/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

06/01/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
05/29/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/25/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/22/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

When was the last time you looked at the content of your portfolio? Steps to consider here.
05/18/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
05/15/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Address

Scottsdale, AZ
85260

Website

Alerts

Be the first to know and let us send you an email when Todd Desberg, Certified Financial Fiduciary posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Todd Desberg, Certified Financial Fiduciary:

Shortcuts

Share

Category