The Spivak Financial Group

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The Spivak Financial Group Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience.

Spivak Financial Group is an independent wealth management firm helping families grow, protect & preserve wealth through personalized retirement, investment and tax-focused strategies—providing financial confidence for every stage of life. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skills. Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org), a Registered Investment Advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in AL, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, KS, LA, ME, MD, MI, MN, MO, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI & WY. Centaurus Financial and The Spivak Financial Group are not affiliated.

Business owners should consider a succession plan sooner rather than later.
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Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

When was the last time you updated your will?
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When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Lifestyle inflation can be the enemy of wealth building.
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Lifestyle inflation can be the enemy of wealth building.

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Earnings season can move markets. Find out why.
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Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
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C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
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Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
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Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
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There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

What actually happens when the U.S. government shuts down?
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What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
10/10/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Address

8753 E. Bell Road, Suite 101
Scottsdale, AZ
85260

Opening Hours

Monday 7:30am - 6pm
Tuesday 7:30am - 6pm
Wednesday 7:30am - 6pm
Thursday 7:30am - 6pm
Friday 7:30am - 6pm

Telephone

+14805569931

Website

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