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Financial Services in Scottsdale AZ

When it comes to financial services in Scottsdale AZ,  Premier Southwest Planning Group is here to help you with several important aspects of your personalized financial plan:

  • Creating and Growing Wealth

Creating and climbing your own financial mountain to accumulate assets may not be easy, but we recommend having a plan. We work with each of our clients to not only create personalized strategies to help them build wealth, but also conserve and preserve it for the future. We create wealth building strategies with a combination of investment tools, and we’re excited to give our clients access to our custom planning process. Your goals are our goals, and we’ll stand at your side until you reach them.

  • Distributing and Conserving Wealth 

Once you’re at the top of your financial mountain and you’re ready to retire, the hard part starts. Now, you have got to get back down the mountain, with enough income to live the 20 to 30 years you might live in retirement without running out of money. You’ve spent your whole life making sure your money is being used efficiently to create your wealth, but have you actually ever thought about how to distribute your income in a sustainable way at retirement? We’re here to help you create a tax-efficient distribution strategy before you retire.

  • Transferring Tax-Advantaged Legacy Wealth

But there’s yet another part of the financial services and planning puzzle that we address as part of your personal plan. And that is passing on a tax-advantaged legacy to your family, your heirs, and/or your favorite charities. Through effective estate planning strategies, we can show you how to leverage life insurance to leave more to your loved ones, or teaming up with accounting and legal experts to use life insurance as part of a more complex, advanced plan including trusts in order to transfer a business or other highly-appreciated assets.

Some of the Financial Services We Provide

We’re here to offer guidance and tried-and-true financial services for any stage or aspect of your life, including major life events, helping you and standing at your side as you pursue your greatest objectives. Each plan we create is personalized and customized around your unique goals and life aspirations. Spend some time exploring some of the financial services we provide which may be included as part of your personal plan.

Truth About

Money

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!

Unfortunately, this industry is clouded with hype and veiled facts that can sometimes make it difficult to know how you can protect yourself and achieve the growth you desire. That’s why Bruce J. Weinstein of Premier Southwest Planning Group goes live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix to teach listeners the truth about money and financial planning. Listen along as we cover the latest strategies and tools retirees are using to defend themselves in retirement and outline their futures with their families. No longer do you have to be a victim of a predatory market. That’s because you’ll be armed with the truth.

Listen Now!

Our Services

In our decades of experience, we understand what you might be looking for and what might help you reach your unique goals, and that’s how our services menu was crafted: with clients in consideration. We’re here to offer guidance and tried-and-true strategies for any stage or aspect of your life, helping you and standing at your side as you pursue your greatest objectives. Our mission is to help you achieve your goals for growth while also offering the protection and preservation of your wealth, then working with you to find a way to distribute that wealth as efficiently as possible. It’s all part of our simple, repeatable process that helps us give you the education you need to carve your own path toward your ideal future.

Risk Management

Risk management is about evaluating current risks and whether they are investment or insurance related. We can also help you explore strategies to potentially mitigate risks using tactile investment management or insurance policies for personal risk versus self-insuring. Our analysis ensures that your risk level aligns with your goals, and we can help you find a strategy that is in your best interest.

Estate Planning

We help people by assisting them with living trust preparation, which we believe can be an effective way to transition assets. For more sophisticated trusts, we can help coordinate plans together with your current attorney or help you find one that meets the needs of your estate plan. We are ready to plug you into our network of professionals who can help you achieve your unique objectives.

Tax Planning

Sometimes the best way to grow your wealth is by keeping more of what you’ve already earned. Our goal is to provide strategies that focus on tax-exempt income planning versus taxable income planning. We also include an analysis of your Social Security benefit to see if your monthly payments are taxable. Then, we can help you convert tax-deferred funds or create tax-free streams of income to use in the future.

Retirement Planning

Retirement is the end goal. It’s the period of life during which you can start doing what you want to do instead of what you have to do. We focus on providing you with strategies that maximize your wealth while minimizing risk and investment costs. We can also help you plan for your projected lifestyle expenses by creating a distribution plan that works to make your money last as you fulfill your goals.

Major Life Events

Life happens, and while you can’t stop it, you can surely prepare for it. We also know that change is inevitable, and whether we’re talking about good change or bad change, we can work with you to help you adapt to your new circumstances and become flexible in the event that your plan must change accordingly. Our partnership is an ongoing one, and we stand by you through each up and down.

Insurance Planning

We provide a full review of all insurance policies, including home, auto, liability, life, disability, long-term care and more. Once we’ve completed our review, we can determine if your policies match your goals and help you replace the ones that don’t. We can also leverage modern, innovative insurance policies to help you create tax-advantaged income and secure living benefits that do not come with market investments.

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!
Listen Now!

Contact Us

We’re ready to provide you with premier service. If you’re ready to find a path toward your ideal future, fill out our form below, and we will reach out to you to discuss your current circumstances, your objectives and strategies we can use to help you reach them!

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