21st Century Planning for Your 21st Century Retirement
In today’s world, no two retirements are the same, and they’re nothing like the retirements of generations past.
Your retirement plan should reflect your life, your priorities and your aspirations. Scottsdale Wealth Planning works closely with current and future retirees, developing customized financial plans to address income and security, and the bucket-list.
Scottsdale Wealth Planning prepares you for life after work:
- A consultative, holistic evaluation of where you are today and how much you’ll need to retire
- Experienced investing and portfolio management to grow your wealth and help ensure you don’t outlive your money
- Estate planning to protect your assets, simplify the end-of-life process, and leave a legacy for your family
- Tax restructuring to lower your exposure and avoid unexpected bills
- Our eMoney Client Portal to empower you with real-time access to your portfolio and most important documents
Take that first step toward your modern retirement plan.