• Gainey Center II 8501 N. Scottsdale Road, Arizona
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  • (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

Financial Planning

Scottsdale Wealth AdvisoryEducationFinancial Planning
What Is an Independent Fiduciary Financial Advisor and Why Is it Important?
Blog, Financial Planning

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

  • by scottsdalewa1
  • September 24, 2025
Types of Life Insurance: Complete Guide for Every Stage of Life
Annuities, Financial Planning

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

  • by scottsdalewa1
  • September 24, 2025
Annuities, Financial Planning

Will an Annuity Protect Me From Market Volatility?

  • by scottsdalewa1
  • July 7, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
  • June 16, 2025
Fiduciary Rule
Financial Planning

Fiduciary Rule vs Suitability Standard: How Do They Differ?

  • by elizabeth Gwinner
  • January 3, 2025
Unfinished Business Guide
Financial Planning

A Comprehensive Guide to Unfinished Business in Financial Planning

  • by scottsdalewa1
  • September 12, 2024
Two Lies and a Truth
Financial Planning

Truth Time: Can You Spot the Financial Lies

  • by scottsdalewa1
  • March 6, 2024
Understanding Fiduciary
Financial Planning, Investment Management

Understanding Fiduciary vs. Broker: Who’s Right for Your Investments

  • by scottsdalewa1
  • April 28, 2021
Path to Financial Freedom
Financial Planning

We the People: Your Path to Financial Freedom

  • by scottsdalewa1
  • June 17, 2019
Understanding Percentages & Average Costs
Financial Planning, Wealth Management

Financial Advisor Fees: Understanding Percentages & Average Costs

  • by scottsdalewa1
  • May 5, 2019
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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

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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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