Aptitude Wealth Strategies

Aptitude Wealth Strategies Expertise In Life Insurance, Disability Income, Business Succession, Estate Planning, and Executive Benefits. Scholastica.

I am licensed to sell insurance in: Arizona, California, Colorado, Idaho, Minnesota, New Mexico, Oregon, Utah, and Washington. CA Insurance License # 0K87627, domiciled in Arizona. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business. I hold a finance degree from the University of Wisconsin-Superior, a Master of

Arts in Finance, and an Master of Business Administration from The College of St. In 2017 I was a "40 Under 40" honoree from the Phoenix Business Journal. MassMutual refers to Massachusetts Mutual Life Insurance Company.

Are your student loans stopping you from meeting other financial goals? Jessica refinanced her college debt and her savi...
03/21/2022

Are your student loans stopping you from meeting other financial goals? Jessica refinanced her college debt and her savings helped secure her financial future. What questions do you have about college loan refinance?

Do you have student loan debt? Consider if your monthly payments could be reduced. Perhaps you could reach your financial goals sooner! Check out how one Mas...

12/11/2020

The investment is a tiny one for the Springfield, Mass.-based insurance company, but signifies further momentum for the upstart digital currency, which has surged this fall.

11/06/2020
A career in Financial Services is one of the "Top 6 Most Recession Proof careers."
09/21/2020

A career in Financial Services is one of the "Top 6 Most Recession Proof careers."

When it comes to battling a recession, some jobs are more equipped than others. We compiled the top six professions that usually survive during an economic downturn, and the five that can put you at risk.

Important info now more than ever.
09/17/2020

Important info now more than ever.

You’ve purchased a life insurance policy and paid the premiums for many years. Like most people, you’ve relied on the sales illustration and expect that your policy will remain in force to maturity and no changes will be necessary. Life insurance policies are often bought (and sold) with the tho...

09/14/2020

The land is controlled by the Arizona State Land Department, and the zoning change aims to add value for the eventual sale to developers.

09/11/2020

Everything you need to know about long term disability. If you are currently physically fit or healthy, you may feel that disability insurance is not necessary. Learn more, click here.

08/24/2020

Tips on continuing or replacing company coverage

Failing to plan is planning to fail.
07/31/2020

Failing to plan is planning to fail.

Scott and Kelly Rider purchased MassMutual’s disability income insurance when they were young and healthy. While the Riders hoped they’d never need their pol...

Great overview for business owners!
07/30/2020

Great overview for business owners!

Disability insurance for business owners can be relatively in-depth, as there are many different types of coverage available to meet the many needs.

Address

4900 N Scottsdale Road Suite 4000
Scottsdale, AZ
85004

Telephone

+14806382205

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