Making an Impact
Scottsdale Financial Group provides specialized expertise in helping individuals and families make an impact on a special cause and/or charitable organization.
As a Chartered Advisor in Philanthropy, Scottsdale Financial Group Founder and President, Robert J. Smith, has 37 years of experience as a financial professional and has multi-faceted expertise to assist you in realizing your dream, vision or legacy through a thoughtful gift planning strategy.
Our Process
Without proper guidance, good intentions can often be marred by technical, tax and legal consequences. Mr. Smith's experience in estate planning and his expertise as a Chartered Advisor in Philanthropy and Chartered Financial Consultant help ensure your efforts are on target.
It all begins by gaining full clarity around your desired outcome and identifying the opportunities and situations where those results can be best achieved.
Based on what we have discovered, we will then develop a gift planning strategy.
The appropriate process for making the gift is then established.
