“Best Financial Planning Firm - Arizona” & “Excellence Award in Estate Planning”
July 25, 2022
Meet Tanner Bortnem, JD, CFP® | Owner & Senior Financial Planner at Harmoney Wealth, PLLC
ShoutoutArizona.com
“Dependability. There are a lot of other factors that I believe sets Harmoney Wealth apart from most firms in the financial industry, but everything that goes into our expertise, planning, ideas, meetings, and research do not carry much weight if the follow-through isn’t there.”
December 21, 2020
“It’s Time to Check in on Your Finances, Including Emergency Funds and Budget Plans”
Jean Chatzky | Savvymoney.com
“This year showed the exact reason why you need an emergency fund,” says Tanner Bortnem, CFP, JD, owner of Harmoney Wealth, PLLC. “I’ve had some clients who used almost all of theirs.”
December 21, 2020
ARIZONA REAL TALK - “The 6 Best Tips For Selecting Your Next Financial Advisor!”
Harmoney Wealth, PLLC Founder and Senior Wealth Advisor, Tanner Bortnem, JD, CFP®, guest appears on the Phoenix-based podcast “Arizona Real Talk” with Shawn Malkou, and Shane & Rachel Eberspacher to discuss the six most important things to look for what selecting a financial advisor.
#AZRealTalkPodcast
November 16, 2020
ARIZONA REAL TALK - “Becoming A Tax FREE Millionaire!”
Harmoney Wealth, PLLC Founder and Senior Wealth Advisor, Tanner Bortnem, JD, CFP®, guest appears on the Phoenix-based podcast “Arizona Real Talk” with Shawn Malkou, and Shane & Rachel Eberspacher to discuss money-saving vehicles. What is an IRA or Roth IRA? In this episode, they discuss these savings accounts and which you should use to start saving your money ASAP!
#AZRealTalkPodcast | https://player.whooshkaa.com/shows/arizona-real-talk
September 10, 2020
ARIZONA REAL TALK - “Finding Your Why! The guide to YOUR Financial Happiness”
Harmoney Wealth, PLLC Founder and Senior Wealth Advisor, Tanner Bortnem, JD, CFP®, guest appears on the Phoenix-based podcast “Arizona Real Talk” with Shawn Malkou, and Shane & Rachel Eberspacher to discuss how Harmoney Wealth uniquely approaches financial planning and wealth management and finding your “why”.
#AZRealTalkPodcast | https://player.whooshkaa.com/shows/arizona-real-talk
August 3, 2020