77 Financial Group - Prescott Financial Planner

Financial Advisors in Prescott & Prescott Valley Arizona
Opening at 9:00 AM
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Financial Planning in Prescott with the 77 Financial Group

Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals.

Financial Planning
Ready to get your financial house in order? Get useful insights into all aspects of f...

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Prescott Financial Retirement Planning works with friends and neighbors throughout the greater Prescott area to help meet their financial goals through the various investment products. We are a Financial Group rooted in the community and have developed our business by creating close, personal rel...

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Prescott Financial Planning with the 77 Financial Group

CONNECTING YOUR LIFE WITH YOUR MONEY

Isn’t life more than just numbers and spreadsheets?

Financial planning should also be more than numbers and your investment portfolio.

Financial Life Planning is a process that helps you live the lif...

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Financial Advisors Prescott AZ - 77 Financial Group

COMPREHENSIVE PLANNING

Your portfolio is just one piece of the puzzle, comprehensive financial planning can be as important as investment results.

PERSONALIZED SERVICE

Each client is a unique relationship.
We take time to ensure your portfol...

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Financial Advisors in Prescott with the 77 Financial Group

Thinking about Retirement?
When can I retire and still maintain my quality of life?
How much money do I need to save before I can retire?
How long will my money last?
Am I taking too much risk in my savings and investments?
How much cost...

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Using the 77 Financial Group is your Prescott Financial Planning process, we’ll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy.

Receive a custom strategy to help you reach your unique retirement goals.

Sit down with us duri...

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Prescott Financial Planning done right.

Being involved in both small and large organizations, he understands the many types of financial considerations you face, including stock options and deferred compensation plans.

Another common question that we can help to evaluate is whether to roll out ...

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77 Financial Group James Walters your Prescott financial planner is a whole life planning company that merges your vision for the life you’ve always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources.

We can h...

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77 Financial Group - James Walters providing professional financial planning services for the Prescott, Prescott Valley, Surprise, and Scottsdale Arizona areas. Get a free consultation and call today.

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Testimonials

a month ago
James really helped me figure out what retirement strategies would work best for my situation. His Financial Planning education to me has had a great return on my investment thus far and I highly recommend him to anyone looking for a quality financial advisor in the Prescott area.
- Donny K
a month ago
James really helped guide us and I consider him a valuable asset to have as our local Prescott financial planner.
- Social G
a month ago
- Brian M

Prescott Financial Planner

JAMES ALAN SCOTT WALTERS, CRPC James’ fascination with the investment world started around 10 years old when he saw a Fidelity commercial about mutual funds. 

James stands apart from other Prescott area financial professionals in several ways. He provides honest feedback and recommendations, and offer answers to your questions in ways you are easily able to understand so you can make the best decisions. He strives to help his clients achieve true economic freedom and meet their life goals, and offer several different services that are listed below.

Financial Planning in Prescott & Prescott Valley comes down to a conversation, where you discuss all your questions about money and examine all the different financial options available to you in order to plan for a secure financial future. This requires you and your financial planner to work together and be honest and realistic with each other as you put your viable plan together. James treats the financial planning process like a relationship. He works hard to build trust with our clients and to answer your questions honestly. His goal is to ensure you have the tools you need to make sure you have the money you need for the rest of your life.

James knows your life path can be complex. The journey to fulfilling your dreams is sprinkled with financial demands, and both short- and long-term pain points. Unchecked, they can take you off course. That’s why we believe a financial plan that tackles expected and unexpected obstacles is essential.

Let’s align your personal finances with your unique goals and values The old way of financial planning: Gather copies of all of your financial statements, and fax or snail-mail them to your financial advisor. Tell them what age you would like to retire at. Some time later, receive a massive binder full of confusing charts and graphs that aren’t really explained to you. Buy some kind of expensive and overcomplicated financial product that even your advisor doesn’t really understand but supposedly solves all of your problems. Put the binder on a shelf in your home office and forget about it. Once a year, maybe have a brief meeting to review your portfolio while your advisor tries to sell you another expensive annuity or front-load mutual fund that you don’t need.

Once you realize that every decision is a financial decision, it changes the way that you approach planning for your future. We can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.

James brings a relentless money management style to each client. He is a Chartered Retirement Planning Counselor (CRPC®) 


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  • (928) 499-1288

Address

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731 W Gurley Street Suite F
Prescott, AZ 86305
United States

Business Hours

Mon:9:00 AM – 4:00 PM
Tue:9:00 AM – 4:00 PM
Wed:9:00 AM – 4:00 PM
Thu:9:00 AM – 4:00 PM
Fri:9:00 AM – 4:00 PM
Sat:9:00 AM – 4:00 PM
Sun:9:00 AM – 4:00 PM
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