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Financial Planner With Over 30 Years Experience

Advanced Planning Concepts provides retirement planning and financial consultant services to the Scottsdale, AZ area. Tom Crisman will work with clients to create a personalized investment plan that best fits their college savings, investment or retirement planning needs. Our goal is to provide an honest assessment of our clients’ needs, income and options that keeps them in the loop and gives them the information necessary to make an informed choice regarding retirement.

Tom Crisman has been in the Financial Services Industry for more than 33 years, and as a Registered Investment Advisor since 2012. He has helped our clients to make the right choices about saving and investments. Even individuals who need to catch up on retirement saving can find a plan that will allow them to enjoy their golden years in comfort.

Long Term Care

Hidden Fees in 401K's

hidden fees in your 401k