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About Our Southern Scottsdale Location
At Allworth Financial, we pride ourselves on empowering you with financial education. And you can hear the proof of that approach when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years on the air, and literally thousands of broadcasts, Money Matters is one of the longest running, call-in, financial topic programs in America.
And this passion for no-nonsense, straightforward financial education doesn’t stop on the airwaves. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Scottsdale, Arizona, office.
Our Scottsdale office has been in the area for more than 15 years, servicing individuals and families, and with a special emphasis on meeting the financial needs of dental professionals from throughout the United States.
Conveniently located just northeast of downtown Phoenix, near the 101 Loop at 9845 E. Bell Road, Suite #140, our Scottsdale team offers you guidance on:
- Retirement and Financial Planning
- Investment Management
3 financial habits to embrace in 2023
Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.
Yes, the SECURE 2.0 Act is a big deal
Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.
SECURE Act 2.0 – What Employers Need to Know
The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.