Building Wealth Through Strategic Life Insurance
Expert guidance in Indexed Universal Life insurance and retirement planning. We help you grow tax-free wealth while protecting what matters most.
Spencer Schofield
Licensed Insurance Professional
IUL & Retirement Specialist
Comprehensive Financial Solutions
We specialize in creating tailored strategies that align with your financial goals and protect your family's future.
Indexed Universal Life
Build tax-free wealth with growth potential tied to market performance and downside protection. Perfect for those seeking growth without market risk.
Learn MoreRetirement Planning
Create predictable retirement income with strategies designed around your timeline and risk tolerance. Build the retirement you deserve.
Learn MoreFixed Indexed Annuities
Grow retirement savings with market-linked returns while protecting principal from losses. Security meets growth potential.
Learn MoreLife Insurance
Protect your family with comprehensive life insurance solutions. From term to permanent coverage, we find the perfect fit.
Learn MoreBusiness Protection
Secure your business with key person insurance and succession planning that protects your most valuable assets.
Learn MoreEstate Planning
Preserve your legacy with strategies that minimize taxes and ensure smooth wealth transfer to the next generation.
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Meet Spencer Schofield
Based in Scottsdale, Spencer specializes in Indexed Universal Life insurance and retirement strategies with a personalized approach that puts your goals first.
At 27, Spencer brings fresh perspective to financial planning. He doesn't focus on selling—he focuses on understanding your unique situation and giving you confidence to make informed decisions.
His approach means listening first, tailoring solutions to real goals, and helping clients see how smart steps today protect long-term freedom tomorrow.
Professional Credentials
- Licensed Life Insurance Agent
- Indexed Universal Life Expert
- Retirement Planning Specialist
- 60+ A-Rated Carrier Partnerships
Client Success Stories
Hear from clients who experienced the difference of working with an advisor who truly listens.
I've worked with other agents before, but Spencer actually listened. No pressure—just a clear strategy that made sense for me.
Spencer simplified everything. He broke down my annuity options in a way I could actually understand—and I'm already seeing results.
This wasn't a sales pitch. It was a conversation. I felt like he was building something with me, not selling to me.
Trusted Insurance Partners
We work with top-rated carriers to provide you with the best options and competitive rates.
Life Insurance Policy Guide
Explore our comprehensive guide to understanding life insurance policies, from term to permanent coverage and everything in between.
Read Our BlogSchedule Your Consultation
Pick a time that works for you. No pressure, no sales pitch—just a genuine conversation about your financial goals.
Ready to Build Your Financial Future?
Schedule your complimentary consultation today and discover how the right strategy can transform your financial life.