• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
Client log in
Scottsdale Wealth Advisory logo
  • 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
  • Call: 480-247-9090
  • SCHEDULE APPOINTMENT
Scottsdale Wealth Advisory logoiconScottsdale Wealth Advisory logo ×
  • 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

Annuities

Scottsdale Wealth AdvisoryEducationAnnuities
Finding Your 5 Star Annuity
Annuities, Retirement Planning

Guide To Finding Your 5 Star Annuity

  • by scottsdalewa1
  • October 23, 2024
annuity
Annuities, Retirement Planning

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
  • 1
  • 2

Read Our Recent Posts Get Every Update

What Is an Independent Fiduciary Financial Advisor and Why Is it Important?
  • September 24, 2025

What Is an Independent Fiduciary Financial Advisor and Why Is it Important?

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage
  • September 24, 2025

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage

Types of Life Insurance: Complete Guide for Every Stage of Life
  • September 24, 2025

Types of Life Insurance: Complete Guide for Every Stage of Life

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency
  • August 27, 2025

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency

WE HELP YOU ON EVERY STEP OF THE JOURNEY

Schedule Your ‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms.

Chat with Us
iconiconScottsdale Wealth Advisory logo
  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Company

  • About Us
  • Our Values
  • Our Team
  • Education
  • Connect
  • Client Log In
  • Disclosures

Services

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Client Log In

© 2025 Scottsdale Wealth Advisory, LLC. All Rights Reserved.