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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
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  • 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
annuity
Annuities, Retirement Planning

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
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
Grow and Protect Family Wealth
Financial Planning, Wealth Management

Scottsdale Wealth Advisory: Grow and Protect Family Wealth

  • by scottsdalewa1
  • March 25, 2019
Grow and Protect Family Wealth
Financial Planning, Retirement Planning

Invest for Retirement: Achieve Your Financial Goals with Confidence

  • by scottsdalewa1
  • March 5, 2019
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Read Our Recent Posts Get Every Update

Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
  • April 4, 2026

Annual Annuity Review: What We Check (and You Should Too)

Tax planning concept with magnifying glass highlighting percentage symbol over tax blocks, representing strategies to create tax-free income in retirement
  • April 3, 2026

How to Create Tax-Free Income in Retirement (4 Legal Strategies)

Retired man sitting on bed with hands on his head looking stressed, representing regret and common mistakes retirees make when buying annuities
  • April 3, 2026

What Retirees Wish They Knew About Annuities Before Buying

Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
  • March 7, 2026

Can You Set Up Your Spouse With Lifetime Income?

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  • 8501 N. Scottsdale Road, Ste 205
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