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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
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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
Annuities, Retirement Planning

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
You’ve Got the Annuity—What’s Next?
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
Finding Your 5 Star Annuity
Annuities, Retirement Planning

Guide To Finding Your 5 Star Annuity

  • by scottsdalewa1
  • October 23, 2024
Social Security Retirement Income
Retirement Planning

Social Security Retirement Income Estimator

  • by scottsdalewa1
  • October 23, 2024
Retirement Planning
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Understanding the Rule of 100 for Retirement Planning

  • by scottsdalewa1
  • October 4, 2024
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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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