Estate Preservation Advisors was established in 2002. We are a financial services firm located in Scottsdale, Arizona. Our purpose is to help create a custom pre-retirement and post-retirement plans to achieve our client's financial goals. No two retirement plans are the same. Through diversifying a portfolio using investment and insurance products we focus on capital preservation.
We believe in low cost investment options to accelerate growth. Growth with safety is the hallmark of preservation of wealth. Estate Preservation Advisors will guide you through retirement. As a financial advisor, Scott is dedicated to helping individuals plan to reach their financial goals by developing investment plans around their long-term goals and risk tolerance.
We believe in low cost investment options to accelerate growth. Growth with safety is the hallmark of preservation of wealth. Estate Preservation Advisors will guide you through retirement. As a financial advisor, Scott is dedicated to helping individuals plan to reach their financial goals by developing investment plans around their long-term goals and risk tolerance.
Reviews (1)
Mark M.
Aug 20, 2018
Report
Warning!!!!! The Managing Partner of Estate Preservation Advisors, Scott E. Bird, sent out invitations to attend "Financial Knowledge is Power" event at Arrowhead Grill, where he would be the presenter. I responded and confirmed my reservation. Upon arrival I discovered that Scott was no where to be found, and that there were others who also had confirmed their reservations only to make the same discovery as myself. Knowledge is power and now we all have the knowledge to not trust Scott or his firm.
