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:
Health Insurance, Medicare
Estate Planning, Wills, Trusts
How we can help
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.
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.
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.