whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Concierge plug ana
Cropped biro

Jeff Biro

NAIFA
Family Wealth Advisors, LLC
Scottsdale, AZ
Family Wealth Advisors, LLC offers comprehensive wealth management services to successful individuals and professionals through its team of advisors with backgrounds in financial, legal, and tax planning. Our team of advisors have credentials such as Certified Estate Planner and Registered Financial Consultant (Jeffrey J. Biro), Attorney and CFP® (W. Ryan Zenk). While predominantly focused on fee based wealth management, Family Wealth Advisors, LLC also offers specialty areas of expertise in Social Security, Medicare and Retirement Planning.
Score:
--

Meet Jeff

594049916 200x150
Intro - Jeff Biro
594049502 200x150
Retirement Planning - Jeff Biro
594049310 200x150
Investment Philosophy - Jeff Biro
594047518 200x150
Social Security and Medicare - Jeff Biro
594046211 200x150
Top 3 Things to Know for Estate Planning - Jeff Biro
594044669 200x150
Special Needs Investing - Jeff Biro
Video Transcripts

Jeffrey J. Biro supports the retirement lifestyle plans of pre-retirees, professionals, business owners and retirees with financial planning strategies that focus on growth with preservation of capital. Jeff is President of Family Wealth Advisors and Biro Financial & Retirement Services where he has assisted over 5,000 families wisely invest and protect their assets. Jeff has his Series 6, 63 and 65 investment registrations. He is an RFC-Registered Financial Consultant, CEP-Certified…

Jeffrey J. Biro supports the retirement lifestyle plans of pre-retirees, professionals, business owners and retirees with financial planning strategies that focus on growth with preservation of capital. Jeff is President of Family Wealth Advisors and Biro Financial & Retirement Services where he has assisted over 5,000 families wisely invest and protect their assets. Jeff has his Series 6, 63 and 65 investment registrations. He is an RFC-Registered Financial Consultant, CEP-Certified Estate Planner and a CCPS-Certified College Planning Specialist. He also holds his Life/Health and Property/Casualty licenses.

Jeff graduated from Western Illinois University in 1979 completing two Bachelor degrees finishing with his Masters degree (abt) in 1980. He started his career in 1982 living in Chicago, advanced quickly and decided to move his family to the Scottsdale, AZ area. His specialty is working with baby boomers 55 years and older, having $250,000 or more to invest who are interested in Retirement Income Planning Solutions. Jeff has a unique proprietary system with a step by step process which includes calculating Social Security optimization reports for those clients who are in need of this service.

As a Retirement Planning Specialist, Jeff has been teaching a Medicare Made Easy class two times monthly for over the last 20 years. He takes the confusion out of Medicare by explaining Medicare Parts A-B-C-D in their entirety. He teaches several other Retirement educational classes annually such as Social Security, Long-term Care and Estate Planning.

Jeff’s two passions in life are his family and the Phoenix Suns. He married his high school sweetheart immediately after college & is a dutiful father to his married daughters. Jeff has been a Phoenix Suns ticket holder for over twenty years and attends as many home games as his schedule allows.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Lgbt services

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Fee & Commission
Flat Fee
Hourly
Other

Memberships

NAIFA - National Association of Independent Fee Appraisers

Education

Bachelors
Other post-graduate
Spinner Loading...