Your Scottsdale Retirement Roadmap Starts Here
At JF Wealth Advisors, we help families in Paradise Valley, North Scottsdale, and Desert Mountain navigate the complexities of retirement without the confusion. From DC Ranch to Fountain Hills, we bring clarity to your financial future.
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Retirement Planning in Scottsdale? Here's What Keeps You Up at Night
You've earned a great life in one of Arizona's most desirable areas. But as retirement approaches, the questions get harder:
"Will my savings actually last?"
Especially with Paradise Valley's rising cost of living.
"How do I avoid a massive tax bill?"
Your Vanguard or GoDaddy 401k is a ticking tax time bomb.
"What happens if one of us needs long-term care?"
Mayo Clinic-quality healthcare comes with Mayo Clinic-level costs.
"Should I really have this much in the market?"
After watching portfolios tank in 2022, it's natural to be nervous.
You didn't build this wealth by accident. Your retirement plan shouldn't be left to chance either.
Your Path to Financial Confidence
We specialize in five critical areas that make the biggest difference in your retirement success
Retirement Income Planning
Turn Your Corporate Nest Egg Into a Scottsdale-Sized Paycheck
Transform your corporate 401k into a reliable 'paycheck' that covers your Scottsdale lifestyle - from Troon North golf memberships to snowbird winters - without the anxiety of running out.
See How It Works
Tax Planning for Arizona Retirees
Keep More of Your Money
Implement year-round strategies to minimize your tax burden. Arizona doesn't tax Social Security, but your 401k withdrawals are a different story - we'll show you how to keep more of what you've earned.
Learn Our Tax Strategies
Investment Planning
Build a Portfolio Focused On Your Goals
We build disciplined, goal-focused portfolios that manage risk and focus on long-term growth for your retirement.
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Medicare & LTC Planning
Protect Your Nest Egg from Healthcare Costs
Create a plan to protect your assets from rising healthcare costs. With Scottsdale's premium medical facilities comes premium costs - we'll help you navigate Medicare and long-term care without depleting your savings.
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Legacy & Estate Planning
Ensure Your Legacy is Passed On
Align your finances with your wishes to ensure your legacy is passed on smoothly and efficiently to the people and causes you care about most.
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Local Expertise That Actually Matters
We're not some national firm with a Scottsdale branch. We've specialized in North Scottsdale retirement planning for over 15 years, serving families from DC Ranch to Desert Mountain, Fountain Hills to Cave Creek. Our founder hosts the "Nuggets of Knowledge" radio show, breaking down retirement strategies in plain English for Arizona families every week. When you work with us, you're getting strategies built specifically for the Scottsdale retirement lifestyle.
Fiduciary Standard - No Fine Print
We don't earn commissions on products. We don't have sales quotas. We're legally and ethically bound to put your interests first, period.
What Our Clients Say
[Client Name] gave us the clarity we needed to finally feel secure about our retirement. Their process was simple and they truly listened to our goals.
We came to JF Wealth Advisors with a mess of different 401(k)s and accounts. They helped us organize everything into a single, cohesive strategy. The peace of mind is priceless.
Your Free Retirement Review Takes 45 Minutes. The Clarity Lasts a Lifetime.
No sales pitch. No obligation. Just honest answers about whether you're on track for the Scottsdale retirement you've earned.
Your retirement income gap (if you have one)
Tax-saving opportunities most advisors miss
Whether your 401k rollover strategy makes sense
Healthcare and Medicare cost planning
How to stress-test your plan against market downturns
Call us:
(602) 807-1411Book online:
Schedule via Google CalendarStop by:
17851 N 85th St, Suite 275, Scottsdale