Navigate Estate Planning with Confidence at PWA
Don’t Leave a Legal Mess, Leave a Legacy.
We believe in transparency and education, offering support and personalized guidance every step of the way. When you visit us, we handle essential tasks like binding, notarizing, and funding your trust with efficiency and attention to detail. Our attorney-designed tools are customized to meet your specific needs, ensuring compliance with state laws whether you're planning your estate or managing someone else’s. We simplify the process into manageable tasks, providing personal support to answer all your questions and ensuring comprehensive trust funding. There’s no pressure—just clarity and understanding as we navigate this journey together. Our competitive pricing and easy-to-use online portal make estate planning accessible and transparent for every family. If your goals include leaving a financial legacy for your loved ones and causes you care about, incorporating legacy planning into your overall financial strategy is crucial.
Income Planning
When establishing a monthly stream of retirement income, every penny counts. We help maximize your income by implementing a custom strategy to incorporate your various retirement savings accounts, investments, Social Security, defined benefit pensions and more.
Investment Management
As an independent advisory firm, we’re free to draw from a virtually unlimited universe of investments in order to help maximize your returns and properly manage your risks and expenses.
Tax Minimization Strategies
If not properly managed, taxes can significantly erode your long-term savings. That’s why we incorporate tax planning strategies into every decision we make on your behalf.
Legacy Planning
If your goals include leaving a financial legacy for the people and causes that matter most to you, it’s important to incorporate legacy planning into your overall financial strategy. We can help.
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Longevity Financial Plan Brochure
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Start the ascent into your retirement future. Meet with our financial sherpas today!
Are you ready to embark on a journey towards retiring confidently? Then it’s time to take the first step by scheduling an appointment with our team.
Making Headlines in the News
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.