Planning for Your Peace of Mind

Our hallmark: We believe in providing optimal service, putting your interests first and establishing long and trusted relationships.

 

At Vora Financial Group, we’ve helped more than 1,000 clients in northern Arizona, just like you, pursue consistent, long-term success with an optimal balance between enhancing returns and managing risk.

 

Our goal is to take the mystery out of investing to help you avoid unnecessary risks and excess volatility. We offer personalized strategies to help you manage risk and prepare for retirement and wealth preservation techniques to carry you through retirement.

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Our Brand Story

I am a familiar and trusted face.
I am one of you – local, homegrown, deeply rooted.
I am your helpful neighbor; the friend you can rely on.

I am VORA.

I was founded on the principles …
Of being there for you when you need me …
To look after your welfare in good times or in bad …
To watch over yours and your loved ones’ best interests …
Of taking action and living up to what I say …
Of being open, honest and transparent…
Of being someone you can always count on.

I am for a better community.
I am for real human connections.
I am for serving others and making the world a better place.
I am for living more and embracing the best life has to offer.

I am VORA.

Our Planning Process

Phase I: Discovery

We begin by getting to know one another in this initial meeting. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Analysis/Strategy

Here, we develop an effective, long-term investment strategy that is custom-tailored to your unique needs. We then build a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

Through constant communication with your advisors and our highly skilled staff, we manage the execution of your plan with you. We guide you every step of the way to see your plan to its fruition.

Phase IV: Monitoring and Adjusting

We monitor your accounts and your strategy to ensure that they continue performing to your expectations, making adjustments to your plan as needed.

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Download the Guide

Explore 10 topics to prepare for retirement

“Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • Planning for health care and long-term care assistance

Receive your instant download!

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Download Now!

Tune in to

“The Retirement Roadmap Radio Show” with Dharmesh Vora

Saturdays and Sundays at 9 a.m. on 97.1 FM The Big Talker.

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Need More Info? Attend a live or virtual event

Attend one of our online or in-person informational seminars to learn more about retirement income strategies, wealth management and more.

our next upcoming event:

Webinar: Pandemic-Proof Retirement Planning
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Webinar: Structured Notes
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Get to Know Vora Financial Group, PLLC

It is our mission to help individuals and families achieve their ideal retirements. It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

Meet Our Team
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