At GoldBook Financial North Scottsdale, our expertise is measured in experience.
We have developed a suite of solutions catered to your individual needs and those of your business.
Wealthy and high-profile families have relatively more intricate risk management needs.
We understand the complexity of estate and tax planning and explain the relationship between the need and type of coverage.
Our solutions are meant to complement the plans already established by agents, accountants and legal professionals.
Key Person, Buy-Sell Agreements and Deferred Compensation issues are important, but at times can be confusing and complex.
Our expertise will help you and your board navigate through these challenging topics and clarify the initiatives that are important to each successful privately or publicly held business.
As a Top Employee Benefit Consulting Firm, our team of Certified Employee Benefit Specialists (CEBS) can help your business audit, identify and design a suite of benefits to help retain and attract the right talent.
Our preferred carriers are specialized in group contracts as well as can create individual guaranteed standard issue (GSI) life and disability solutions.
Life is busy.
Coverpath is a contactless way to obtain a quote and apply now for competitively priced term and whole life insurance in all 50 states.
With a simple 20-minute online application, you can secure up to $3M of protection for your family, issued by MassMutual, an A++ rated insurer.
We Protect Those Who Protect Us: Frontline Healthcare HEROES
It’s our way of supporting healthcare workers and protecting the ones they love.
One of your most important assets is your ability to earn income.
Identifying the correct amount of monthly income replacement and business overhead expense liability is critical.
We can help you design the right policy(s) to meet your needs, along with the most appropriate contract benefits, cost and duration.
“Working with GoldBook Financial has given our young family a peace of mind that with our young family, the steps we took to protect our future income and the responsibility we would have for our children and their education was paramount. They spent the time to educate us on the types of life insurance available, and most importantly, what amounts, and types were most appropriate and suitable for our needs, not only for today, but in the future. We would recommend GoldBook Financial to anyone who has a family to protect.”
“We thought we had implemented a competitive employee benefit package for our firm. We initially engaged GoldBook Financial to conduct an audit of our benefits, however we found was there were some gaps that existed in the contracts, cost and the definitions. Therese, and the professionals at GoldBook Financial were able to help identify and close those gaps and align us with a pedigree of solutions, that will help us retain the talent we have within our firm, and be used to attract the very best.”
“As a doctor, I was confused and conflicted on whether owning individual disability insurance made sense. I heard opinions from multiple advisors as to what was the best. Working with Rick, he was able to determine what was most important to me and what was most critical in the contract regarding what types of benefits and features I thought I needed to own. His team was attentive and I'm grateful that I'm putting my future income protection in the hands of the folks at GoldBook.”
“We've previously bought insurance from other agents. The care that Jason at GoldBook Financial showed us through his attentiveness and his ability to listen to our needs, gave us the trust and confidence to not only use GoldBook exclusively, but to continue to recommend them to our friends and family.”
“Many words describe our experience with GoldBook Financial, but two come to mind: care and compassion. They mean what they say. We're glad we trusted them with our insurance needs.”
“Legacy planning was not a topic we fully understood. The professionals at GoldBook Financial were patient and listened to what was important to me and my family. They spent the time investing in education and shared with us the benefits of owning permanent life insurance. For that, our future generations will be grateful.”