At Scottsdale Wealth Advisory, we believe financial confidence begins with education. Annuities can be confusing, and it’s easy to feel overwhelmed by misinformation. That’s why we provide clear, unbiased facts to help you make informed decisions. Whether you’re new to annuities, need a review, or want a second opinion, our free 1-hour Annuity Coaching Crash Course offers clarity without pressure. We're here to empower you every step of the way!
If you're researching or uncertain about your current annuities, we recommend our Crash Course before making any impulsive decisions.
This complimentary 1-hour course will help you avoid costly, irreversible mistakes by equipping you with the critical knowledge needed to make confident, informed choices about your financial future.
We start by breaking down the basics of annuities. We explain what an annuity is, how it works, and its role in retirement planning. We cover the core components, such as how annuities can provide a steady stream of income, their tax-deferred growth potential, and how they fit into your overall financial plan.
We start by breaking down the basics of annuities. We explain what an annuity is, how it works, and its role in retirement planning. We cover the core components, such as how annuities can provide a steady stream of income, their tax-deferred growth potential, and how they fit into your overall financial plan.
One common misconception is that there are many types of annuities, when in fact, there are only four. Some annuities function as deposits, while others are considered investments. Deposit-based annuities protect and guarantee your principal, while investment-based annuities expose your principal to risk and potential loss. Understanding these distinctions and choosing the right type for your needs is crucial for your financial security.
If you already own one or more annuities, this part of the crash course is designed to help you assess whether they are still serving your goals. We look at factors like fees, performance, and payout structures. We also help you understand if there are better options available or ways to optimize your current annuity holdings.
Created by Brent Matthew, Founder and President of Scottsdale Wealth Advisory, the "Star Ratings" system was initially developed to help financial advisors educate their clients. However, driven by our mission to put clients first, we decided to place the power of knowledge directly in your hands. We simplify the complexities of annuities by cutting through the confusion and highlighting the key metrics that matter most when evaluating annuities.Get clear answers and cut through the jargon by downloading our "Finding Your Five-Star Annuity" guide today.
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