Protecting Families

Protecting Families

Trust can be measured by years of experience, quality of service, education, reputation and results. For 33 years, ultra-affluent families, professionals, professional athletes, entrepreneurs and executives have put their trust in Scottsdale Financial Group and Robert J. Smith.

We protect families by focusing on their desires and objectives and creating customized wealth protection and preservation strategies that meet their unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services.

Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPAs, attorneys, player agents and bankers.

While we do not provide tax, legal or accounting advice, we do offer planning ideas and concepts for creative solutions to difficult planning issues.