The Spivak Financial Group

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.

If you died, what would happen to your email archives, social profiles, and online accounts?
09/26/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
09/25/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
09/24/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

FDIC insurance was designed to protect your deposited funds, but do you know how?
09/23/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Learn more about whether you need to pay estimated taxes.
09/22/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
09/21/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
09/20/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/19/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Do you have a will? Is it updated?
09/18/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

What should you look for in a personal finance app?
09/17/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

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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