SILVERHAWK PRIVATE WEALTH
21090 North Pima Road, Scottsdale, AZ 85255 Directions
Since 1998
Here’s The Deal:
"Silverhawk Private Wealth was founded by Paul J. Mershon in 1998. Their mission is unique in that it shifts and evolves strategically with your requirements, depending on your financial resources and goals, the ever-changing economic environment. They have financial advisors with more than forty years of experience guiding high-net-worth individuals, closely-held corporations, physicians, tax attorneys, and CPAs. The company specializes in wealth management. Silverhawk has developed and refined the Tria formula, a process that effectively identifies the ideal asset allocation for you on a personally customized basis. Silverhawk Private Wealth also serves in Denver, Seattle, and Memphis."
SPECIALTY:
Portfolio, Investment and Asset Management, Tax Planning, Asset Protection, Medical Financial Advisory, Benefits Consulting, 401K Plan Enrollment and Employee Education, 403B and 457B Plans, Income and Estate Tax Reduction and Elimination, Pre-Paid Legal Expense Plans, Disability Insurance, Health Savings Accounts & Payroll Services
TBR® Inspection Report:
THE SPIVAK FINANCIAL GROUP
8160 East Butherus Drive, Suite 5, Scottsdale, AZ 85260 Directions
Since 1988
Here’s The Deal:
"The Spivak Financial Group is a truly independent financial advisor with fifty-plus years of combined financial planning experience. Mr. Spivak is one of the financial planners with more than thirty years of knowledge and experience in the financial services business. They specialize in asset management. The firm provides advice and analysis of all aspects of your financial life includes major purchases and access to a world-class team of professional money managers. They customized, easy to understand asset reporting monitored versus multiple goals. The Spivak Financial Group offers the ability to provide the same level of a comprehensive solution to friends, family, and business associates."
SPECIALTY:
Investment Objectives, Portfolio, Active and Risk Management, Non-Qualified Investment Account, Retirement, College and Estate Transfer Strategies, 72t Distribution Income Planning, Life, Disability and Health Insurance and Long-Term Care, College Funding Analysis, Wealth Accumulation & Comprehensive Financial Planning
TBR® Inspection Report:
GRAND CANYON PLANNING ASSOCIATES
9035 East Mountain View Road, Scottsdale, AZ 85258 Directions
Since 1992
Here’s The Deal:
"Grand Canyon Planning Associates is the financial and estate planning firm with professionals that have been serving Arizona residents for more than twenty-five years. Their experienced financial advisors have seen it all through the years and dedicate themselves to your financial success. They can evaluate your current plan or help design a complete plan that is the best fit for your needs and goals. Get a complimentary, obligation-free meeting. Grand Canyon Planning Associates serves 2 locations within Arizona."
SPECIALTY:
Social Security Strategies, Term and Whole Life Insurance, Long-Term Assets, Veterans Long-Term Care, Retirement and Tax Planning, Investment & Portfolio Management