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K. Casey Mahan, CFP®

StoneCrest Wealth Management

118 S Kyrene Rd
Ste 4
Chandler, AZ 85226
Phone: (602) 258-9400
Fax: (602) 258-9300

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Household Income Minimum: $250,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.