Our Story

Life Wise Planning Group LLC is your trusted partner in holistic financial planning. Nestled in the vibrant community of Scottsdale, Arizona, our firm is dedicated to guiding individuals, families, and businesses towards their financial goals with confidence and clarity.

At Life Wise Planning Group LLC, we understand that each client’s journey is unique, which is why we offer personalized investment advisory services tailored to specific needs. We are committed to integrity and transparency, ensuring that every decision made is in the best interest of the client.

Whether you are planning for retirement, saving for your child’s education, or navigating complex financial landscapes, we are here to provide guidance and support to help you make informed decisions. With a focus on holistic financial planning, we strive to empower our clients to achieve financial independence and financial peace of mind. We prioritize open communication and collaboration, working closely with you every step of the way to develop strategies that alight with your long-term objectives.

What we hope to accomplish is to make seemingly complicated financial issues simple. We consider where to start saving and strategies to help protect your assets. Our firm believes the most important topic that our clients receive education on is distribution planning strategies. We believe it’s possible that one day everyone will live off the assets they have accumulated. Wouldn’t it be nice to understand your available asset distribution strategies before you get to retirement? How should you pack your bags before you reach the top of the “retirement mountain”? It’s our goal to help you maximize your retirement assets so you can work towards living a comfortable lifestyle at retirement. 

Kindest Regards,

Scott Sorum