Scottsdale Wealth Advisory

Scottsdale Wealth Advisory is an independent fiduciary financial advisory firm that works mainly with pre-retirees and retirees. Its core work is turning savings into reliable retirement income, using annuities, Social Security timing, and tax-efficient withdrawal planning. The firm uses a proprietary Financial GPS Program that reviews five areas of retirement: income, investments, taxes, health care, and legacy.

Clients can book a complimentary one-hour financial coaching session or request a free portfolio review. There is also a free educational video series and a downloadable eGuide on annuities for people who want to learn first. Because the advisers are not tied to any large firm's products, they can explore a wide range of options. The office is in Gainey Center II in Paradise Valley.