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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

Retirement Planning

Scottsdale Wealth AdvisoryEducationRetirement Planning
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
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guaranteed income text on paper
Retirement Planning

Why a Guaranteed Income Plan is Crucial for Retirement

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  • May 22, 2025
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Annuities, Retirement Planning

What are the 4 Types of Annuities?

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Estate Planning, Retirement Planning

What is Estate Planning?

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Annuities, Retirement Planning

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  • by scottsdalewa1
  • May 12, 2025
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Annuities, Retirement Planning

You’ve Got the Annuity—What’s Next?

  • by scottsdalewa1
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Annuities 101: Types, Benefits, and Risks
Annuities, Retirement Planning

Annuities 101: Types, Benefits, and Risks

  • by scottsdalewa1
  • May 12, 2025
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Retirement Planning

How to Roll Over a 401(k): 6 Essential Steps

  • by scottsdalewa1
  • February 18, 2025
Social Security Retirement Income
Retirement Planning

Social Security Optimization: 5 Pro Tips to Increase Your Social Security Check

  • by scottsdalewa1
  • January 7, 2025
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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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