Financial Planning

We are a planning firm – we help you look ahead and around at your whole financial picture. You are important to Scottsdale Wealth Advisory, and our commitment is to treat you as we would treat our closest friends and family members. The financial planning we offer is individualized to each client based on your objectives, your family’s needs and your timeline to retirement.

It all starts with financial planning. Financial planning is a long-term process that begins by developing goals. Our financial planning methodology takes into account your income, your budget and expenses, your short- and long-term goals, your timeline to retirement, your potential risks, your retirement goals, and much, much more. Financial planning considers your entire life holistically, and it changes through time as your needs and family dynamics change.

A Written Financial Plan

It’s important to have a written, holistic financial plan as a roadmap and guide. We provide a written plan which takes into account all of the “what-ifs” of life, like taxation, longevity, inflation and health care. From the minute we begin working with you, we’re listening to your plans for your family’s future, solidifying your objectives and timelines, then researching financial strategies which we believe most suitable to help you achieve them.

A solid financial plan encompasses the gamut of your relationships, documents all your assets, and contains the strategies chosen to achieve your objectives. We will work honestly with you, assisting you in looking at your cash flow to see if it reflects your goals and philosophy in life. Are you allocating money to the things that are currently most important to you? Or have you lost track of the spending that’s happening which may not allow you to put your priorities in place? A good, realistic budget can bring peace of mind—and get you on track to achieve your goals.

Complimentary Financial Plan

If you would like to see an example of a written financial plan that addresses your particular concerns and goals, including a thorough analysis of your current investments and any suggested changes, do not hesitate to contact us. Your financial plan will also include a comprehensive income analysis, suggested allocations, and options that are available for you to improve your current investments.

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Reach Out to Us

Gainey Center II
8501 N. Scottsdale Road, Ste 205
Paradise Valley, AZ 85253

Kierland Commons
7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254

(480) 247-9090
8am – 5pm, Monday – Friday
Weekday Evenings & Saturdays by Request

To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check. Scottsdale Wealth Advisory is a state registered investment advisor serving Arizona, California, and Texas that provides wealth management services under the fiduciary standard. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Scottsdale Wealth Advisory. Scottsdale Wealth Advisory provides investors custom-tailored investment strategies to meet short and long-term needs, by anchoring clients’ portfolios with Vanguard Investments, we significantly reduce your costs to help you keep more of your returns. Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. *Insurance offered through S.A.F.E. Insurance Management, LLC. Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory Services Offered through Scottsdale Wealth Advisory, LLC, a Registered Investment Advisor. M.S. Howells & Co. and Scottsdale Wealth Advisory, LLC are not affiliated. Copyright © 2018 Scottsdale Wealth Advisory, LLC All rights reserved.