Our Focus

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.

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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.

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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.

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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.

new_MassMutual Coverpath logo

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

In partnership with MassMutual, we’ve created the HealthBridge program, a free life insurance program for eligible healthcare workers on the front line of the COVID-19 pandemic.

It’s our way of supporting healthcare workers and protecting the ones they love.

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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.

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

In partnership with MassMutual, we’ve created the HealthBridge program, a free life insurance program for eligible healthcare workers on the front line of the COVID-19 pandemic.

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.

Our Way and Who We Help

It is our mission to give back to the community we serve and the families we help.

Please explore some of the organizations that we support.

Our Strategic Alliances