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HARMONEY WEALTH, PLLC

Tanner@HarmoneyWealthAZ.com | Phoenix, AZ | (602) 935-5155

Wealth & Finance Magazine: Best Financial Planning Firm – Arizona, Excellence Award in Estate Planning 2022. Methodology: Complete information about the awards methodology can be obtained here and is generally described as follows by Wealth & Finance Magazine: Entry: Entry is open to any organization and can take the form of self-submission, third-party recommendation or publisher-cast nomination. Entries made via our website are anonymous, secure and details are not shared with third party organizations. The preponderance of votes is driven by Wealth & Finance International; we send direct entry links to relevant organizations, both within the industry and to our extensive circulation. We also nominate those who we deem worthy. Where appropriate, media partners and sponsors may also distribute voting forms on our behalf. Prior to undertaking any research, we ask all nominees to formally accept or decline their nomination, allowing us to focus our efforts on those who choose to engage with the process and are comfortable being assessed in further detail. Nominees accepting their nomination form what becomes our shortlist; these candidates progress to an internal review. There is no cost associated with any part of accepting a nomination or receiving an award and entries can withdraw at any time. Evaluation: As we accept self-nominations, the number of votes do not determine the winners. All organizations are assessed based on the merit of their endeavors, the overall strength of their entry, and have evidence of recent accomplishments to convince our in-house research team that they are worthy. We use a combination of primary and secondary research techniques to acquire both qualitative and quantitative data depending on its relevance to the program; when rewarding specific funds for instance, we will rely on quantitative information over fixed timeframes whereas determining the success of a business as whole, we may appraise them more on the qualitative aspects of their past performance. In addition to our research, we invite nominees to submit substantiating evidence. By providing this evidence nominees gain the opportunity to submit information that may not be found in the public domain or on the nominees’ website; therefore, this can form an important part of the entry process. A formal document is produced by us, the publisher, to collate this information; however, our research team accepts filetypes in most common formats. Judging: Our professional researchers scrutinize information presented across all mediums and work alongside our senior judge to make the ultimate decision. To advance from nominee to winner; the candidate must be able to demonstrate expertise in a given area, dedication to client fulfillment, noteworthy performance or commitment to innovation. Promotion: Initially, results are announced in confidence, to the winners, and we set an informal press-embargo. During this time, the award coordinator will liaise with the winners to review the items in our promotional toolkit. The promotional toolkit is made up of various packages and celebratory items (some free of charge, some paid-for) designed by our in-house production and marketing team to help winners achieve maximum brand exposure. As our winners select their chosen packages, our production team commence on the fulfilment of all items necessary for the formal announcement, when the celebratory magazine is published and the press embargo lifted. Disclaimer: The 2022 Retirement Planning Award is not indicative of Harmoney Wealth’s future performance, may not be representative of actual client experiences, and should not be viewed as an endorsement or specific client evaluation of Harmoney Wealth. Harmoney Wealth did not pay an application fee to participate in the ranking and was anonymously nominated. Harmoney Wealth is not affiliated with Wealth & Finance Magazine. Investment advisory services provided through Harmoney Wealth, PLLC.