5080 North 40th Street, Suite 400, Phoenix, AZ 85018

480-404-7523
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Latest Articles

Retirement

  • Women on the Rise
  • How to consider inflation into your retirement strategy

Investment

  • How Stocks Work

Estate

  • Four Steps to Valuing an Estate

Insurance

  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Financial wellness for everyone: Term life insurance
  • Financial wellness for everyone: Whole life insurance
  • Financial wellness for everyone: Income protection
  • Couples: How to choose between 2 insurance plans
  • Financial confidence boosters for women in midlife

Tax

  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • 5 smart ways to spend your tax refund

Money

  • Finding calm during volatile markets
  • Financial empowerment tips for women
  • Unexpected costs to plan for when you're adopting

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • How Boomers and Millennials Differ
 

Contact

Office: 480-404-7523

Fax: 480-588-6370

5080 North 40th Street

Suite 400

Phoenix, AZ 85018

FINRA series 7, 6, 63, 66, Life and Health

Velocityinfo@velocitywealthmgt.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Velocity Wealth Management, LLC is not an affiliate or subsidiary of PAS or Guardian. Velocity Wealth Management, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0L67851, AR Insurance License #8595448, FL Insurance License #W270332.
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