Norris Wealth Management, LLC

Alan L. Norris, CFP®, AIF®

Welcome to Norris Wealth Management, LLC

Norris Wealth Management is an independent, fee only financial planning and investment advisory firm located in Phoenix, Arizona. Our firm specializes in offering services to profit sharing 401(k) plans and plan participants. These services encompass a reliable process, designed to transition profit sharing 401(k) plans to “best of practice” and then provide ongoing support at that level.

The following services are also offered to individuals:

  • Financial planning services        
  • Investment advisory services through third party money managers not affiliated with Norris Wealth Management

At the core of Norris Wealth Management, LLC is a dedication and commitment to client relationships based upon the highest fiduciary standards. We embrace the fiduciary standards because we believe everyone seeking financial services deserves full disclosure, transparency, and independent and objective advice that is in their best interest. Since fiduciary relationships with clients are based on trust, our goal is to continually earn that trust from our clients.

Please take a moment to explore our web site to learn more about us and our services to see if we may be able to assist you. If you have questions, need information, or would like to set up a meeting, please contact us at 602-404-2449 or alan@norriswealthmanagement.com. 
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Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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