Financial Planning
North Scottsdale Wealth Advisors helps our clients transform their wealth into security and fulfillment, by creating customized, detailed financial plans for each individual or family we serve.
Our comprehensive plans pinpoint the goals that are most important to you. They provide a roadmap to those goals. And they help instill confidence and certainty as you make life’s major financial decisions. Our plans address critical areas including:
- Cashflow analysis: Analyzing how much money you will need to fund your future goals.
- Education funding: Finding the most cost-effective means to ensure funding for college.
- Retirement funding: Helping to ensure that you live a secure and fulfilling retirement, on your terms.
- Tax management: Minimizing taxes on investments and on asset transfer can have a significant impact on your family’s wealth.
- Estate/philanthropic planning: Estate planning helps ensure that your wealth is passed smoothly and with the least tax impact, to the people and organizations you care about.
NSWA’s investment strategies are customized based directly on the goals and other information specified in your financial plan. And we are pleased to provide a complimentary, no-strings-attached review of your current financial plan as well as your investment strategy and investment portfolio.
Our Process
At North Scottsdale Wealth Advisors, we follow a defined, consistent wealth management process so that we can most effectively understand and meet all of our clients’ needs.