Life Vest Advisors

Bob Smith - Scottsdale Financial Group CAP®, AEP®, ChFC®, CLU® Welcome to Scottsdale Financial Group. We protect families by focusing on your desires and objectives, creating customized wealth protection and preservation strategies that meet your unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services. Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPA's, attorneys, player agents and bankers. We look forward to working with you.

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.

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