The Spivak Financial Group

The Spivak Financial Group We are a FULL SERVICE Asset Management & Retirement Counseling Firm helping pre-retirees and retirees

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

irees 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.

M0 is the total of all physical currency worldwide. What’s it look like?
06/04/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Do you know how long it may take for your investments to double in value?
06/03/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/02/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/01/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
05/31/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/30/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
05/29/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/28/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

With great wealth comes even greater questions. Learn more in our article.
05/27/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/26/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

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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