Schooner Financial Associates is located in Scottsdale, Arizona and was founded in 1993. Our goal was to create a firm where high-quality financial representatives could provide comprehensive financial planning to clients as independent advisors. While adhering to strict industry practices, independent advisors can offer an unbiased array of products and services to their clients, thus serving the goals of the client, not the goals of a captive or proprietary firm.
We at Schooner Financial believe that each client deserves a professional and independent analysis of their unique goals and objectives, resulting in the implementation of a comprehensive plan that covers all phases of their financial picture: emergency savings, intermediate-investing, retirement, education, taxes, estate planning, and insurance. A successful financial plan requires regular monitoring and consistent communication and service. Our team is confident we can help you achieve your financial goals and make the process less stressful. New clients are only accepted by referral from our existing clients.
