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Spivak Financial Group

Spivak Financial Group

Financial Services

Scottsdale, Arizona 70 followers

Wealth Management. 72(t) Income Planning. Debt-Free Living. Serving Clients Nationwide.

About us

Spivak Financial Group is a financial services company with offices in Arizona & Pennsylvania. Helping people to get financially organized and make better decisions with their money since 1988.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Scottsdale, Arizona
Type
Privately Held
Founded
1987
Specialties
Financial Planning, IRS Rule 72(t) , Wealth Management, Tax-Free Income, Portfolio Management, Life Insurance Planning, Disability & Long-Term Care Insurance, Education Funding, Debt-Free Living, Retirement Income Planning, Money Management, and HNW Planning Strategies

Locations

Employees at Spivak Financial Group

Updates

  • Want to retire happier and live longer? Studies show guaranteed income is the secret. 🎯 Whether you need $5k or $20k a month, having a solid plan for guaranteed income helps reduce stress and improve your quality of life. At Spivak Financial Group, we make it happen. Discover how guaranteed income can change your future.

  • What if you could guarantee that part of your retirement savings is ALWAYS protected? 🛡️ At Spivak Financial Group, we help clients build "safe money" strategies—funds that are shielded from market losses so you can sleep better at night.

  • Think diversification is just about stocks and bonds? Think again. 🔄 True diversification means protecting your assets with smart allocation strategies—so you never have all your eggs in one basket,

  • Is $30,000 a year enough for retirement—or do you need $300,000? 🤔 Whether you live comfortably on a modest income or need a higher monthly cash flow, the key is having a plan that supports YOUR goals and lifestyle. At Spivak Financial Group, we don't judge your numbers—we help you achieve them.

  • The #1 fear of retirees? Running out of money. 😰 We get it—and that's why we create written plans to ensure your money lasts as long as you do. Knowing your goals and executing the right strategy is key to retiring with confidence. Don't leave your retirement to chance.

  • Are you worried about running out of money in retirement? Imagine having your own private pension plan that guarantees income for life. At Spivak Financial Group, we help clients create guaranteed income streams—providing peace of mind and financial stability no matter what the future holds.

  • 📱 Is Your Retirement Plan Outdated? 🚀 If you're still using financial products from 5, 10, or even 15 years ago, it's time for an upgrade! 📊 Technology has improved, and so have interest rates. Don't let outdated strategies hold you back. 🔄 Watch this clip and discover why a financial review could transform your retirement.

  • 💼 Are You Following Warren Buffett's #1 Investing Rule? 💼 Rule #1: Don't lose money. Rule #2: See Rule #1. 🚀 If you're more concerned about return of your money than return on your money, it's time to talk strategy. Discover how conservative investors can secure their retirement without unnecessary risks.

  • 💰 When the Market Drops, Will You Lose Money? 📈 2022 proved there was nowhere to hide. Stocks down 19%. Bonds down 11%. But what if you didn't have to lose anything when the market drops? 🔄 Fixed indexed annuities offer a safety net to protect your savings. Find out how to keep your money safe during market turbulence.

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