Tony Desch, AIF®
Guiding you toward financial independence.
Tony has a passion for relationships and helping people get ahead financially. He loves learning his client’s life stories—from physicians to police officers to business owners. He helps families plan so they can spend more time enjoying personal hobbies, building careers, and appreciating all the pleasures life offers. Tony strives to prevent his clients from missing out on anything important to them.
Tony and his wife, Kelly, reside in Monclova and have three children, Ethan, Ross, and Gianna. As a family, they enjoy traveling and attending college football games.
Securities Registered in AZ, CO, FL, IA, IN, KY, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, WI
Securities Registration Series 6, 7, and 63
Securities Designations
AIF® Accredited Investment Fiduciary
At Your Service
Our experienced team is here to assist you with a variety of financial needs.
How I Can Help:
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Learn and listen to your life story
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Consider your entire financial picture
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Free up more of your time
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Continually review progress
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Make adjustments as necessary
Services
Retirement Income Consulting
Maximize income distributions off an existing asset base.
Behavioral Financial Advice
Align actions with financial beliefs.
Employer Plan Consulting
Small company retirement plans.
Account Consolidation
Consolidating accounts for easier management and record-keeping.
Holistic Approach to Financial Planning
