Advisor at Mount Financial Freedom
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Firm
Mount Financial Freedom
Location
Cave Creek, AZ
Credentials
Series 65
Industry experience
7 years
William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.
Based on Mount Financial Freedom
Based on Mount Financial Freedom
$1,400 one-time fixed fee for financial planning
$350 per month ongoing advisement fee
Fee-only: $1,400 one-time fixed fee for financial planning; $350 per month ongoing fixed fee
Cave Creek, AZ
Arizona · Texas
Mount Financial Freedom LLC
2021 - Present (5 years)
Prism Investment Management, Inc.
2018 - 2021 (3 years)
Life Options AZ, LLC (Retirement Planning and Coach)
2017 - 2018 (1 year)
Executive Scorecard Partners, LLC (Quality Consulting)
2016 - Present (10 years)
ABB
2011 - 2016 (5 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 65
Cave Creek, AZ
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Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.
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