Dana Anspach

About Dana Anspach

If you\'re near that point in time where you\'ll need to live off your acorns, we can help. Transitioning into retirement is scary. We make it easier. While many advisors are generalists, like a family physician; we\'re specialists, like a cardiologist. We know retirement. We\'ve helped hundreds of households retire. You only retire once. This is the time where you need to get the strategy right.All clients go through a well-defined planning process delivered over a series of strategy meetings. The result - a solid understanding of where your retirement income will come from, when you can retire, and what decisions help improve the outcome. We want you to feel confident in your transition so your probability of retirement success is tested in multiple ways. And we avoid applying generic rules of thumb - this is the time for customized answers. Clients tell us our planning process is one of the most valuable experiences they have had, as it leaves them in a place of knowing what to do instead of guessing.Services start with a complimentary introductory meeting. Call us to learn more, or feel free to complete our Pre Meeting Questions We\'ll then reach out with next steps.

Experience

1. Founder & CEO

   Sensible Money, Llc

   Jul 2011 — Present · Scottdsale, AZ, US

   Sensible Money works with people age 55 and older, helping them structure investments in a way to provide consistent retirement income while coordinating when and how to use other sources of income such as Social Security or pensions so that everything works together in an effective way. I manage the firm and work with an incredible team of financial planners to deliver an amazing service.

Education

• University of Florida

  Bachelor of Science, Advertising

  1989 — 1993

• Stagen Leadership Academy

  Integral Leadership Program Certificate

  2022 — 2023

Skills

• Writing
• Pensions
• Portfolio Management
• Investment Management
• 401k
• Investment Advisory
• Investments
• Financial Advisory
• Mutual Funds
• Retirement Income Strategies
• Wealth Management
• Strategic Financial Planning
• Asset Managment
• Retirement Planning
• Personal Finance
• Small Business
• Long-Term Care
• Financial Planners
• Insurance
• Asset
• Tax
• Securities
• Estate Planning