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About Linda Marina Santana-Wiebers — Scottsdale, Arizona
Linda Santana-Wiebers is the Managing Partner of SW Financial Planning, where she has dedicated over 22 years to helping families achieve financial security through comprehensive retirement and estate planning strategies. Bilingual in English and Spanish, Linda has a unique ability to serve diverse communities throughout the Pacific Northwest with personalized, culturally sensitive financial guidance.
Specializations
Linda's practice specializes in safe money retirement strategies, estate planning, and wealth preservation for pre-retirees and retirees. She focuses on creating customized financial plans that prioritize principal protection, guaranteed income streams, and tax efficiency—ensuring clients can enjoy their retirement years with confidence and peace of mind.
Holistic Approach
With extensive expertise in fixed and indexed annuities, life insurance planning, long-term care solutions, and comprehensive estate planning, Linda takes a holistic approach to retirement planning. ...
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Frequently Asked Questions About Financial Advisors in Scottsdale, Arizona
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.