Scottsdale, AZ

Photo & Video Biography

Contact Information

Name: Jeffrey J. Biro
Title: President
Firm Name: Family Wealth Advisors
Websites: www.BiroFinancial.com
www.SecondOpiniononWealth.com
www.FamilyWealthAdvisors.com
Address: 6900 E. Camelback Rd.
Suite A-39
Scottsdale, AZ 85251
Primary Phone: (480) 969-5667
Business Fax: (480) 969-0079
Email: Jeff@FWealthAdvisors.com

Direct Contact Information

Name: Pam Kaye (480)347-1353; Jennifer Connell (480)347-1354
Email: Pam@FWealthAdvisors.com; Jennifer@FWealthAdvisors.com

Services Offered

Services Offered: 401k Rollover From Employer
Alternative Asset Class Planning
Alternative Investments
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Income Tax Planning
Business Succession & Liquidation Planning
CD Alternative
Commission-Only Financial Planning (Full Disclosure)
Disability Insurance
Education Funding & Financial Aid Planning
Estate Tax Planning
Fee Only Portfolio Management
Fee-Only Comprehensive Financial Planning
Health Care Insurance
Hourly Financial Planning Engagements
Income for Life/ Preserve Principal
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
IRA
401k
Roth IRA
QDRO Rollovers
Life Insurance
Long-Term Health Care Planning
Medicare Planning
Mortgage Refinancing
Pension for Highly Compensated Owners
Planning For Personal Finances & Budgeting
Portfolio Engineering
Real Estate Investment Planning
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning
Stock Market Alternative
Wealth Engineering
Wealth Management

Narratives

Why you should do business with me:
Practicing Since 1982, As Your Independent & Trusted:

Certified Estate Planner
Certified College Planning Specialist
Registered Financial Consultant

Jeffrey J. Biro, CEP, CCPS, RFC supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital. Mr. Biro is the President of Family Wealth Advisors and Biro Financial & Retirement Services. Practicing since 1982, As your Independent & Trusted Certified Estate Planner, Certified College Planning Specialist and Registered Financial Consultant, Mr. Biro has helped over 5,000 families to wisely invest and protect over $50,000,000.00. Ever Since 1985, Mr. Biro has been listed each year in the Arizona "Who's Who" National Association Of Insurance and Financial Advisors.

Mr. Biro graduated near the top of his class from Western Illinois University in 1979 completing 2 Bachelors Degrees simultaneously. He then continued at Western Illinois University for his Masters Degree (abt) in 1980, again with Honors.

Mr. Biro is a Registered Financial Consultant. The comprehensive RFC examination covers a wide range of subject matter: Principles of Personal Finance, Debt and Cash Flow Management, Employee and Government Benefits, Annuities, Securities, Investments and Asset Allocation, Life, Health and Casualty Insurance, Education and Special Needs Funding, Estate Planning, Survivor Income Needs Analysis, and Retirement Income. In order to stay current with changes, the RFC must complete a minimum of 40 units (hours) of continuing education each year.

Also, Mr. Biro is a Certified Estate Planner. To become a Certified Estate Planner, he completed extensive courses on a 10-part program of study and then passed 2 comprehensive exams proving his proficiency in Estate Planning, Trusts, Medicaid Planning, Advanced Insurance Concepts and Tax Saving Strategies.

Further qualification details and education background can be found by visiting the following websites:

www.BiroFinancial.com
www.FamilyWealthAdvisors.com
www.SecondOpiniononWealth.com
www.EthicsCheck.com
Three areas I can really help you with:
Comprehensive and Personalized Wealth Management.

Tax Reduction Strategies coupled with Estate Planning.

Retirement Income Planning. Retirement Asset Protection Strategies & Planning.

Classes taught 2 times per month for those going onto Medicare for the First Time.

Professional Credentials Listing

Degree(s) / Years of College: Double Bachelor's
Master's (abt)
Years of financial services experience: 28
Certifications and designations: CCPS - Education Planning
CEP® - Estate Planning
RFC® - Investments
Association memberships: FPA
NAIFA
MDRT

Licensing and Compliance

Registered Investment Advisor: No
Investment Advisor Representative: Yes
Active securities licenses: 6 - Commission
63 - State Laws
65 - Fiduciary
CRD or IARD number: 3125778
Broker/Dealer: Investment Centers of America
Active insurance licenses: Annuity
Disability
Health
Life
Long-Term Care
Property & Casualty
Insurance license number: 400200
Disclosure statement(s): Securities, advisory services and insurance products offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, and affiliated insurance agencies. ICA and Family Wealth Advisors, LLC
are separate companies.

Minimums and Compensation Arrangement

Minimum fee for engagement: $250.00
Minimum net worth requirement for planning services: $250,000 to $499,999
Minimum asset requirement: $100,000.00
Method(s) of compensation
Planning Services: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Hourly fee
Net Worth-based fee
Investment Service: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Hourly fee
Project Service: Fixed fee
Hourly fee

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: College
Estate
Financial
Retirement
Tax
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Performance reporting
Strategy development
Tax efficient strategies
Written investment policy
Provides planning as a separate service: Yes
Provides the following limited engagement project services: Financial planning by the hour
Financial tune-ups
Pre-Retirement Check Ups