Scottsdale, AZ Financial Consultant and Financial Planner |


Advanced Planning Concepts LLC | Scottsdale, AZ

Advanced Planning Concepts provides financial planning services to residents of the Scottsdale, AZ area looking for wealth management and financial planning help in preparing for their retirement.

Our company works with clients to help them determine how much they’ll need to retire and how to best use the resources available to them – Social Security benefits, IRAs, retirement plans, etc. – to provide the retirement funds necessary. We put our clients on the path to successful saving by helping them make sound investments that will help secure their financial future.

Long term care planning is also an important part of our services, and we help our clients ensure they have the financial resources to handle this often costly expense.

Recent years have shown the importance of financial planning and making the right investments to safeguard your assets to ensure they’ll be there when you need them in retirement. Advanced Planning LLC is an investment advisor you can depend on to recommend achievable financial goals and reliable financial products.

We’ve been in the financial planning services business for three decades and are proud of our work in securing the financial future of our clients into their retirement years.

15849 N. 71st St Suite 100, Scottsdale, AZ 85254
Service hours:
Mon-Fri: 9am - 5pm
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Directions →

From Prima Road / East Cactus Freeway

  • Travel north on AZ-101 Loop N.
  • Take exit 38 toward Frank Lloyd Wright Blvd./Bell Rd. Merge onto N. Pima Rd. Keep right to stay on N. Pima Rd.
  • Take the first left onto E. Frank Lloyd Wright Blvd.
  • At the Promenade Shopping Center, turn left onto Scottsdale Rd. Take the second right onto N. 71st St. Advanced Planning Concepts will be on the left.

From AZ-51 N/ Phoenix Mountains Reserve

  • Travel northeast on AZ-51 N. Take Exit 13 toward Bell Rd.
  • At Paradise Valley Hospital, take a right onto E. Bell Rd.
  • Take a right onto N. Scottsdale Rd. Take the second right onto N. 71st St.
  • Advanced Planning Concepts will be on the left.

Services and Location

Advanced Planning Concepts LLC helps business owners, executives, and individuals plan for their financial future, ensuring that their needs are taken care of in their golden years. We help our clients evaluate their individual financial circumstances and select investment products and financial choices that will help them ensure a secure and comfortable retirement income. By working with Advanced Planning Concepts, you get the opportunity to chart a safe path that ensures your needs are met in your golden years.

Our services include:

  • Fixed Equity Indexed Annuities
  • Retirement Planning
  • 401K
  • Pension Plan
  • 403b
  • Roth IRA
  • Social Security Planning
  • 401K Rollovers
  • IRA Transfers and Rollovers
  • Long Term Care

We are proud to serve the greater Scottsdale, AZ area.