We put the needs of your family first
Expertise and Guidance
Robert J. Smith has been assisting high net worth families with their estate planning needs for 37 years. He provides the expertise and guidance for handling the challenges of asset distribution, estate taxes, passing a business and/or real estate to the next generation, estate equalization, family members with special needs and other unique circumstances.
Navigating the Process
As Founder and President of Scottsdale Financial Group, Mr. Smith has extensive training in estate planning and is an Accredited Estate Planner, Chartered Financial Consultant and Chartered Life Underwriter. This expertise and years of experience are key to guiding and educating families so they can navigate the estate planning process with confidence, clarity and peace of mind.
Mr. Smith is also a Chartered Advisor in Philanthropy. If it's important for your estate planning to include gifting strategies, Scottsdale Financial Group can provide you with special assistance. Please visit this page to learn more.