Stuart J. Spivak

Stuart J. Spivak We are a FULL SERVICE Asset Management & Retirement Counseling Firm helping pre-retirees and retirees

Today we celebrated 4th of July with a delicious BBQ staff lunch! 🍔😆🥧We love having these times with our staff to share ...
07/09/2025

Today we celebrated 4th of July with a delicious BBQ staff lunch! 🍔😆🥧

We love having these times with our staff to share stories from our holidays. Some went on trips over the long weekend, others celebrated poolside with family, and some relaxed and ended the night with fireworks! 🏖🎆⚾️🎉

What did you and your family get up to this 4th of July? Whatever you did, we hope you had a happy and safe holiday weekend! 🇺🇸

04/16/2025

Want to retire happier and live longer? Studies show guaranteed income is the secret. 🎯

Whether you need $5k or $20k a month, having a solid plan for guaranteed income helps reduce stress and improve your quality of life. At Spivak Financial Group, we make it happen.

Discover how guaranteed income can change your future.

04/14/2025

What if you could guarantee that part of your retirement savings is ALWAYS protected? 🛡️

At Spivak Financial Group, we help clients build "safe money" strategies—funds that are shielded from market losses so you can sleep better at night.

04/11/2025

Think diversification is just about stocks and bonds? Think again. 🔄

True diversification means protecting your assets with smart allocation strategies—so you never have all your eggs in one basket,

04/09/2025

Is $30,000 a year enough for retirement—or do you need $300,000? 🤔

Whether you live comfortably on a modest income or need a higher monthly cash flow, the key is having a plan that supports YOUR goals and lifestyle.

At Spivak Financial Group, we don’t judge your numbers—we help you achieve them.

04/07/2025

The #1 fear of retirees? Running out of money. 😰
We get it—and that’s why we create written plans to ensure your money lasts as long as you do. Knowing your goals and executing the right strategy is key to retiring with confidence.
Don’t leave your retirement to chance.

04/04/2025

Are you worried about running out of money in retirement?

Imagine having your own private pension plan that guarantees income for life.

At Spivak Financial Group, we help clients create guaranteed income streams—providing peace of mind and financial stability no matter what the future holds.

04/02/2025

📱 Is Your Retirement Plan Outdated? 🚀

If you’re still using financial products from 5, 10, or even 15 years ago, it’s time for an upgrade! 📊

Technology has improved, and so have interest rates. Don’t let outdated strategies hold you back. 🔄

Watch this clip and discover why a financial review could transform your retirement.

03/31/2025

🎉 Is the Market Party About to End? 🎉
Markets are at all-time highs, but how long will the party last? 📊 Don’t let fear or greed drive your investments—prepare for what could come next.

03/28/2025

💼 Are You Following Warren Buffett’s #1 Investing Rule? 💼

Rule #1: Don’t lose money.
Rule #2: See Rule #1. 🚀

If you’re more concerned about return of your money than return on your money, it’s time to talk strategy. Discover how conservative investors can secure their retirement without unnecessary risks.

03/26/2025

💰 When the Market Drops, Will You Lose Money? 📈

2022 proved there was nowhere to hide. Stocks down 19%. Bonds down 11%.

But what if you didn’t have to lose anything when the market drops? 🔄 Fixed indexed annuities offer a safety net to protect your savings.

Find out how to keep your money safe during market turbulence.

03/24/2025

🚨 Is Your Retirement Protected from a Market Crash? 🚨

Markets are unpredictable, and a 30-40% drop can be devastating if you’re near or in retirement. 📉

Unlike younger investors, you can’t afford to wait for recovery. Protect yourself from financial disaster by planning smarter, not harder. 🔎

Watch this clip and take steps to safeguard your retirement today.

Address

East Bell Road Suite #101
Scottsdale, AZ
8753

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