Wealth Management, Health and Life Insurance, Estate Planning

Second Look Financial LLC



Health Insurance




Life Insurance


 Estate Planning


Second Look Financial LLC, a Registered Investment Advisory firm based in Scottsdale, Arizona.

Our Financial Advisors have many years of experience in financial advice and planning, life and health insurance solutions and estate planning with a client base comprised of both individuals  and business owners. We understand how to work with clients to achieve their wealth management goals and their estate planning and insurance needs.
As business owners ourselves we are able to focus on the needs of our small and medium business clients. Business owners and  individuals have a variety of wealth goals, estate planning needs and insurance issues. Second Look Financial understands that and we set our  priorities around specific, individual client objectives.

Here is a basic list of services we offer:

         Retirement Plans
         Wealth Management
         Health Insurance, Medicare
         Life Insurance
         Estate Planning, Wills, Trusts




Scottsdale, AZ



How we can help

Retirement Plans

We help individuals and businesses navigate the array of choices for retirement accounts: traditional and Roth IRAs; rollover IRAs; 401K plans; SEP and SIMPLE IRAs for businesses; defined benefit pension plans.


We help clients approaching Medicare age make the best short and long term choices of all the options available, as well as helping current Medicare clients evaluate their choices to change plans.

Financial Asset management

Whether for an individual or business retirement plan, we listen to each individual client regarding their investment views, fears, risk tolerance and other factors in order to formulate a tailored financial plan and strategy.

life insurance

As a complement to our Estate Planning counseling we help clients make the best life insurance choices for their individual situation.

group and individual health insurance

We assist businesses and individuals navigate the ever changing and complex  health insurance climate. 

estate planning

Everyone regardless of financial assets and means should have a basic Estate Plan. We offer detailed Estate Planning including the creation of Trusts, Wills, Powers of Attorney, Healthcare Proxies and Living Wills.



We love to help!.

Use the form below to contact us regarding your specific needs. Please be as detailed as possible. You may also email or call us to make an appointment.

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