Ananda Das

Wealth for a Meaningful Retirement ®

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Life Strategy Partners Ananda Das
Tucson, AZ

Serving Clients Nationwide

Wealth for a Meaningful Retirement ®

Areas of Focus

  • Compensation Planning
  • Family and Money
  • Financial Life Planning
  • Getting out of Debt
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Tax-Smart Accumulation Planning
  • Taxes

About Me

As a fee-only wealth manager specializing in clients accumulating wealth, I design tax-smart asset location plans, provide financial coaching, develop inheritance income strategies, conduct proactive tax planning, and optimize employee benefits.

Ananda has dedicated 17 years to expertly guiding his clients in growing, maintaining, and transitioning their wealth. His strategic planning and advice have consistently empowered his clients to achieve their financial goals and fulfill their dreams. Over the years, Ananda has refined his wealth management skills and specializes in financial coaching, providing expert advice in areas such as tax-smart asset location planning, proactive tax planning, inheritance income planning, and employee benefit optimization.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • XY Planning Network

Primary Location

7400 N Oracle Rd Suite 150, Tucson, AZ. 85704

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Book Intro Call: Our 15 minute "quick call" aims to learn a little about you and the questions you’re hoping to address. If it sounds like we can help, we will schedule a complimentary "Getting Acquainted" meeting to dive deeper into your needs.

Offers Investment Management

Yes

About our Firm

Life Strategy Partners, a fee-only wealth management firm in Tucson, AZ, is dedicated to serving clients locally and nationwide. Our comprehensive planning process is centered on your needs, aiming to enhance your financial well-being and life satisfaction. This process not only helps you clarify your values, priorities, circumstances, and aspirations but also assists you in shaping and creating your unique version of a Meaningful Retirement.

We offer two proprietary Life Plans, each tailored to suit your specific life stage:

1) The "Accumulation" Life Plan 360® is intended for individuals more than ten years from retirement and in the accumulation phase of their lives. This plan focuses on Tax-Smart Asset Location Planning, Cashflow Optimization, Goal Planning, Proactive Tax Planning, Employee Benefit Optimization, Asset Protection Planning, Financial Coaching, and Inheritance Income Planning.

2) The "Retirement" Life Plan 360® is intended for individuals within ten years of retirement or retired and in the decumulation phase of their lives. This plan focuses on Tax-Smart Distribution Planning, Cashflow Optimization, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Asset Protection Planning, Legacy and Estate Planning, and Planning the Journey into Elderhood.

Education

University of Arizona - Bachelor of Arts in Economics​, The College for Financial Planning - Certificate in Financial Planning

Hobbies and Interests

  • Cooking
  • Exercising
  • Family
  • Grilling
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Healthcare Professionals
  • Parents
  • Physicians
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.