• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
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  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
  • Connect
  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Education

Scottsdale Wealth AdvisoryEducation
Why Having a Diversified Retirement Portfolio Is Important
Retirement Planning

Why Having a Diversified Retirement Portfolio Is Important

  • by Indigo Marketing
  • June 20, 2025
Annuities, Retirement Planning

What Makes a 5 Star Annuity?

  • by Indigo Marketing
  • June 17, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by Indigo Marketing
  • June 16, 2025
What’s the Right Age to Claim Social Security? It Depends On Your Plan
Retirement Planning

What’s the Right Age to Claim Social Security? It Depends On Your Plan

  • by scottsdalewa1
  • May 27, 2025
How to Keep More of Your Retirement Nest Egg With Smart Tax Planning
Retirement Planning, Tax Planning

How to Keep More of Your Retirement Nest Egg With Smart Tax Planning

  • by scottsdalewa1
  • May 27, 2025
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Retirement Planning

Why a Guaranteed Income Plan is Crucial for Retirement

  • by scottsdalewa1
  • May 22, 2025
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Annuities, Retirement Planning

What are the 4 Types of Annuities?

  • by scottsdalewa1
  • May 20, 2025
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Estate Planning, Retirement Planning

What is Estate Planning?

  • by scottsdalewa1
  • May 15, 2025
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Wealth Management

Life Insurance Planning: 5 Helpful Tips to Get You Started

  • by scottsdalewa1
  • May 13, 2025
Annuities, Retirement Planning

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
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Why Having a Diversified Retirement Portfolio Is Important
  • June 20, 2025

Why Having a Diversified Retirement Portfolio Is Important

  • June 17, 2025

What Makes a 5 Star Annuity?

  • June 16, 2025

How to Stay Calm and Smart During Market Volatility in Retirement

What’s the Right Age to Claim Social Security? It Depends On Your Plan
  • May 27, 2025

What’s the Right Age to Claim Social Security? It Depends On Your Plan

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

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