Welcome to
Scottsdale Wealth Services
Serving People To and Through Retirement for 30+ Years
Building relationships one cup of coffee at a time.
Your prosperity is our purpose.
At Scottsdale Wealth Services, your prosperity is our purpose. Navigating life's transitions, whether it's the joy of growing your family, a shift in your marital status, embarking on a new career, preparing for retirement, or venturing into entrepreneurship can lead to evolving insurance and financial aspirations. Regardless of your current life stage, we're here to provide expert guidance to help you successfully navigate these changes."
With every client, we embark on a collaborative effort to sculpt a financial future that aligns seamlessly with your aspirations and values. We specialize in asset protection, crafting strategies to shield your hard-earned assets from unexpected challenges. Our family legacy planning services help you ensure that your financial wisdom is passed down through generations, creating a lasting impact for your loved ones. Dedicated to maximizing your retirement income, allows you to enjoy a comfortable nest egg that provides security in your golden years. A deep dive into extended care solutions offer comprehensive support when you need it most, so you can embrace retirement with confidence.
Discover the world of financial possibilities with Scottsdale Wealth Services. Let's sculpt a brighter financial future together.
Angie Samuels
Founder & President
Since 1992, Angie has been working passionately with those looking to retire. As the Founder and President of Scottsdale Wealth (EST. 2012), Angie has built hundreds of relationships, one cup of coffee at a time. She works as a fiduciary and plans for tax efficiency to hedge retirement savings against inflation and to avoid high broker fees, all with a team of trusted analysts and professionals by her side. Angie has hosted educational seminars for retirees for years to help secure their wealth and protect their most valuable assets. While still practicing in North and South Carolina, Angie has expanded her business to Scottsdale, Arizona to enjoy a beautiful life with her wonderful family, friends, neighbors, and clients. Angie and her family love Arizona, and she purposely relocated several years ago to expand her business and to make Scottsdale her permanent home. Her son, Elijah John, is nearby enjoying college life at a local University. Angie is active in her local community, and church. You can find her strolling around Old Town with her two Yorkies, Chancho and Pickles. In the words of Angie, “To love your life and live close to those you love will make a world of difference that you can see on your face, it’s priceless.”
Class offerings include:
A Guide to 401k Rollovers ♦ The ABCD’s of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan
American Financial Education Alliance (AFEA)
AFEA specializes in providing high-level financial education classes and events at establishments of all types.
Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Goodyear, AZ #4939!
As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.
Pay Checks and Play Checks: Retirement Solutions for Life
Retirement solutions are not merely important; they are absolutely essential in today's ever-changing world. Picture this: the golden years you've always dreamed of, where financial worries are non-existent, and you can savor life to the fullest. Relying solely on uncertain future benefits or aimlessly investing won't cut it. Retirement solutions are your lifeline to a retirement filled with comfort, opportunity, and peace. They empower you to build wealth systematically, harness the potential of diverse investments, and protect your nest egg from the erosive effects of inflation. Don't gamble with your retirement; embrace the power of tailored retirement solutions and a team who truly cares. Your future self will thank you for the financial freedom to live life on your terms, unburdened by financial concerns, and ready to embrace new adventures.
Paychecks and Playchecks: Retirement Solutions For Life is a guide for retirement that is built for uncertain markets like the one we are in today. The Paychecks and Playchecks strategy is a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live. You will learn how to retire with enough guaranteed lifetime income to cover your basic expenses and how to optimize the rest of your portfolio to make sure you receive your "playchecks." You want to feel comfortable that you have a strategy in place so that your basic living expenses are covered for life and there is something left over to play with.
