Spirit West Certified Planning

Legal Services • Scottsdale, Arizona, United States • 1-10 Employees

Company overview

Headquarters	5011 N Granite Reef Rd, Scottsdale, Arizona 85250, US
Phone number	+18446370514
Website	spiritwestplanning.com
NAICS	5411
Keywords	Tax Planning, Trusts, Powers Of Attorney, Living Wills, Family Estate Planning, Arizona Living Trusts, Burial Insurance Options, Long Term Care Insurance Options
Employees	1-10
Socials

Key Contact at Spirit West Certified Planning

Amelia Schaefer

Co-Founder

About Spirit West Certified Planning

With locations across Arizona, Spirit West Certified Planning, LLC offers easy estate planning options that may help you to avoid probate, protect your spouse and stay in control. Estate Planning can be simple and easy! Estate Planning Services such as: Arizona Living Trusts, Wills, Powers of Attorney and living wills. Special Needs Trusts and IRA Beneficiary Trusts Serving Arizona Families in Scottsdale, Phoenix, Prescott, Mesa, Chandler, Chino Valley, Sedona, Paradise Valley, Tucson, Gold Canyon, Oro Valley, Apache Junction, Tubac, Williamson Valley, Prescott Valley NEW TO ARIZONA? - we can help you with your existing documents NEED TO MAKE A CHANGE - we can assist with changes to your documents PUTTING IT OFF - Now is the time to make the call and get this done! 1-844-637-0514 - call our office and we will work to find a time that fits best for you. Estate Planning services offered by Spirit West Certified Planning, LLC Investment advisory services offered through Spirit West Advisors, LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Spirit West Certified Planning, LLC. Spirit West Advisors, LLC and Spirit West Certified Planning, LLC are affiliated companies.

Spirit West Certified Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Legal Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Spirit West Certified Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Spirit West Certified Planning has never raised funding before.

Frequently asked questions

Spirit West Certified Planning is located in Scottsdale, Arizona, US.

You can reach Spirit West Certified Planning at +18446370514.

Spirit West Certified Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Spirit West Certified Planning

Amelia Schaefer

Co-Founder

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