Ms. Graf has extensive background in business and financial services spanning 30 years, including senior leadership positions at Firstar, then the largest financial holding company in Wisconsin and Investors Diversified Services which at the time was the international leader in individual financial planning.
Currently she holds the Series 6, 63 and 65 securities licenses and is both life and health insurance licensed. Ms. Graf is also a Certified Divorce Financial Analyst, assisting individuals and couples with the financial aspects of their divorce.
Her clients are generally between the ages of 50 and 75. They are seeking to accumulate wealth and preserve what they have worked hard to attain. They place a high priority on creating income that is predictable, inflation-adjusted and cannot be outlived. Legacy planning, wealth transfer and tax planning are also areas of focus.
As a fiduciary and independent advisor Ms. Graf places great importance on meeting the specific requirements of each client. She is free to recommend only those strategies which best fit her client’s needs, goals and risk tolerance. Ms. Graf believes in on-going education for herself, staying current with new trends and strategies, products and services that are available in an ever-expanding financial marketplace. The primary objective is implementing a retirement strategy that provides for a financially worry-free retirement.
Formerly from Milwaukee, Wisconsin, Ms. Graf now resides in Scottsdale, Arizona.