A logo for secure estate solutions where planning comes before investing

Plan Confidently, Live Freely.

Transform your dreams into reality with expert financial guidance tailored just for you—empower yourself to live the life you've always envisioned!

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Educator, Coach and Fiduciary

"As your dedicated Financial Educator, Coach and Fiduciary, I'm here to guide you on your journey to financial success and security."

~ Scott Sandell, Owner

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Wealth of Knowledge

At the heart of effective wealth management is financial education. That's why we offer a comprehensive content library featuring over 200 videos on YouTube, covering a wide range of financial topics. Additionally, we host more than 100 FREE classes, both via Zoom and in-person throughout the valley. Our Open Q&A sessions are also available to address your specific concerns and provide personalized guidance.

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Fiduciary Promise

Rest assured that our advice is always in your best interest. As a fiduciary, we always put your needs first and provide transparent recommendations. Schedule a consultation to discuss how we can help you achieve your financial goals while adhering to our fiduciary oath.

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Financial Coaching

We'll work together to create a roadmap for your financial future and you'll receive one-on-one guidance tailored to your unique financial situation.  Our family of companies considers all forms of threats to your wealth preservation including; tax planning, home, auto and liability insurance, estate planning considerations and even health insurance. 

What sets us apart

01

Comprehensive Education

Online videos, live Zoom classes, in-person classes and an entire YouTube Channel at your finger tips.

02

Fiduciary Commitment

Financial expertise and advice strictly puts your interests above all else.

03

Personalized Approach

Actively listen to your unique financial goals and tailor a plan just for you.

04

Holistic Wealth Protection

Consider the big picture and assess all potential threats to your wealth.

In-Person & Online Learning Opportunities

Achieve Financial Mastery with Free Classes

Our monthly classes are designed to guide you through every phase of your financial journey. Whether you prefer in-person sessions at local libraries, live Zoom events, or office classes in Scottsdale and Prescott, Arizona, we cover a range of strategies to help you build a secure financial future. Join us and start gaining the knowledge you need to make informed decisions with confidence.


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Financial Knowledge Anywhere, Anytime

Explore Our YouTube Channel

Gain valuable and FREE financial insights from the comfort of your own home. Our YouTube channel features Scott Sandell, President of the Foundation for Personal Financial Education, Arizona Chapter, discussing a wide range of personal finance topics. With over 200 videos, whether you’re looking to understand the basics or dive deeper into advanced strategies, you will gain clear, actionable advice that you can apply immediately.


Appointments

Find the best option for you.


How to Start?
Meet and Greet

  • Introductions
  • Fiduciary Responsibilities
  • Your Financial Background
  • How We Can Help
  • Q & A Session
  • Options
  • Next Steps


Hourly Financial Consultation

$250/hour

  • Retirement Preparation
  • Financial Counseling
  • Roth Conversions
  • Pensions, 401k & IRA
  • Social Security
  • Estate Planning
  • Tax Planning


Product Advice and Assistance

  • Income Annuities
  • Multi-Year Guarantee Annuities
  • Indexed Annuities
  • Life Insurance
  • Home, Health and Auto Insurance
  • Medicare Supplemental Insurance

All-Inclusive Wealth Management

  • Full financial planning
  • Transparent fee structure
  • Unlimited access
  • Single resource for you, family & heirs
  • Tax, home, health, auto and estate planning services

Comprehensive Planning & Protection

Explore our comprehensive range of services designed to secure you and your family's financial future.

Retirement Planning

01

Ensure your golden years are truly golden. Our retirement planning services help you create a strategy that maximizes your savings and prepares you for a comfortable retirement. We’ll guide you through various investment options, social security strategies, and more.

02

Wealth Management

Our fee structure is based on assets under management, aligning our success with that of our clients. By adhering to the fiduciary standard, we maintain the highest level of ethical conduct, avoiding conflicts of interest and prioritizing our clients' financial well-being above all else.

03

Tax Planning

Tax planning is a crucial component of comprehensive financial management. Keep more of what you earn with our comprehensive tax planning and preparation services. We work with you year-round to develop strategies that minimize your tax burden while ensuring you’re fully compliant with the latest tax laws.

Risk Management

04

Our goal is to help you protect your assets and ensure your legacy is preserved according to your desires. With our expert guidance, you can navigate the complex world of estate planning with confidence, knowing that your loved ones will be well-cared for and your final wishes will be honored.

Asset Distribution

05

Maximize your retirement savings with our 401k account management services. Whether you’re rolling over an old account or optimizing your current one, we provide expert advice to help you make the most of your contributions and investments.

Estate Planning

06

We help protect your assets and ensure your legacy is preserved through a comprehensive estate plan tailored to your needs. Our services include wills, trusts, and asset protection strategies, ensuring that your final wishes are carried out smoothly and your loved ones are well taken care of.

Stay informed, stay connected.

Let's Keep in Touch

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