Building Trust, One Client at a Time
At Scottsdale Wealth Planning, we understand that navigating the complexities of retirement and wealth planning can be overwhelming and daunting. That's why our team of experienced financial professionals is dedicated to providing personalized and comprehensive services to help you achieve your financial goals.
Our Mission
As a trusted fiduciary, our mission is to build a lifelong relationship of trust with each client that we serve. We believe that honesty, integrity, and transparency are the cornerstones of a successful financial partnership. With over 30 years of experience, we have helped countless individuals and families achieve their financial goals and secure their financial future.
Our Services
At Scottsdale Wealth Planning, we offer a range of services designed to help you navigate the complexities of retirement and wealth planning. Our services include:
- Financial Planning: Our team of experts will work with you to create a customized financial plan tailored to your unique needs and goals.
- Investment Management: We will help you navigate the complexities of the investment market and provide guidance on how to grow and preserve your wealth.
- Estate Planning: We will work with you to create a comprehensive estate plan that ensures the transfer of your assets according to your wishes.
- Retirement Planning: We will help you navigate the intricacies of retirement planning and create a personalized plan to ensure a secure and comfortable retirement.
- Business Succession Planning: We will work with business owners to create a comprehensive plan for transferring ownership, reducing taxes, and ensuring the long-term success of the business.
Our Team
Our team of experienced financial professionals includes:
- Paul Ohanian, CFP, Founder and CEO: With over 30 years of experience in the financial industry, Paul has a deep understanding of the complexities of retirement and wealth planning. As a certified public accountant, he has a proven track record of helping individuals and families achieve their financial goals.
- Other Experienced Professionals: Our team includes other experienced professionals with expertise in financial planning, investment management, and estate planning.
Why Choose Scottsdale Wealth Planning
At Scottsdale Wealth Planning, we believe that building trust is the foundation of a successful financial partnership. We are committed to providing personalized service, comprehensive planning, and expert guidance to help you achieve your financial goals. We are dedicated to being transparent about our fees and services, and we are committed to being a trusted and responsive partner in your financial journey.
Overall Review
The reviewer, Kim Bankofier, gave a 5-star rating and praised the service and attention to detail provided by the establishment. The reviewer highlighted the significant advantage of having 35+ years of experience, which made a tangible difference in the quality of service received.
Key Takeaways
- Great service and attention to detail
- 35+ years of experience
