Insurance Options
Scottsdale Financial Group can help structure life, disability and long-term care insurance portfolios that can provide sufficient cash to satisfy immediate demands that could otherwise threaten an estate.
Addressing Immediate Needs
The death of the family patriarch can create an immediate need for significant amounts of cash to deal with estate taxes, business liquidity, spousal income needs, estate equalization concerns and many other issues.
However, significant estates will often have its cash tied up in non-liquid assets such as real estate, businesses, qualified accounts, hedge funds, highly concentrated stock positions, collectibles etc.
Offering Expertise
Scottsdale Financial Group Founder and President, Robert J. Smith, has 37 years of experience as a financial professional. He has expertise in the disciplines of an estate, succession, insurance, experience with tax strategies and underwriting to offer a solid portfolio of services and products to help ensure your peace of mind.