SILVERHAWK PRIVATE WEALTH
21090 North Pima Road, Scottsdale, AZ 85255
Since 1998
Portfolio, Investment and Asset Management, Tax Planning, Medical Financial Advisory, Benefits Consulting, 401K Plan Enrollment and Employee Education, 403B and 457B Plans, Pre-Paid Legal Expense Plans, Disability Insurance, Health Savings Accounts & Payroll Services
Specializes in wealth management ● Serves also in Denver, Seattle and Memphis ● Their mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment ● Their approach to client investment plans is always customized to your individual situation and objectives
TBR® Inspection Report
THE SPIVAK FINANCIAL GROUP
8160 East Butherus Drive, Suite 5, Scottsdale, AZ 85260
Since 1988
Investment Objectives, Portfolio, Active and Risk Management, Non-Qualified Investment Account, Retirement, College and Estate Planning, Wealth Accumulation & Financial Planning
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 ● Offers ability to provide the same level comprehensive solution to friends, family and business associates
TBR® Inspection Report
GRAND CANYON PLANNING ASSOCIATES
9035 East Mountain View Road, Scottsdale, AZ 85258
Since 1992
Social Security Strategies, Term and Whole Life Insurance, Long-Term Assets, Veterans Long-Term Care, Estate, Retirement, Tax Planning & Portfolio Management
Complimentary and no obligation meetings to find out more about your needs ● They can help by evaluating your current plan if you have one or help design a new comprehensive estate and financial plan with solutions that best fit your goals