Based in Arizona, trusted for over 20 years.
Your Best Source for Free Financial Education
Discover why thousands rely on the Foundation for Personal Financial Education for unbiased, practical financial guidance while preparing for, and during retirement.
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Scott Sandell, CFP®
Scott is the President of the Arizona Chapter of the Foundation for Personal Financial Education, and founder of Secure Estate Solutions, with over two decades of experience in wealth management, financial planning, insurance, tax, and investing.
Free and Unbiased Retirement Advice From a Non Profit - not a Salesman
The Foundation for Personal Financial Education Arizona is a nonprofit with over 20 years of experience advocating transparency and offering a wide range of topics—no products, no pressure, just information. Whether attending in Arizona or joining from home, you can gain clarity and build lasting confidence—one step at a time.
No Sales Pressure
It’s hard to trust financial information when it feels like a sales pitch; here, you learn in a setting focused only on education, so you can think clearly without pressure.
Multiple Ways to Attend Classes
Not everyone learns the same way, and you don’t have to; choose in-person classes, live Zoom sessions, or on-demand videos that fit your comfort level.
Nonprofit Mission
Uncertainty fades when you know who you’re learning from; our long-standing nonprofit foundation brings consistency, transparency and purpose to every class.
What a delightful surprise to have received a letter of recognition from Congressman David Schweikert:
We are committed to helping individuals and couples navigate the financial aspects of retirement by providing free, unbiased education through classes and complimentary conversations.
– Our Mission
Our Programs Provide Support to People Across Arizona, and Across Stages of Retirement.
As a nonprofit, every attendee has the option to meet at no cost in a no-pressure setting designed to answer personal questions and bring clarity to important decisions. These conversations are educational—not sales-driven—and exist to help you better understand your situation and next steps. If you choose to continue the relationship beyond that point, you will have the opportunity to do so on your terms.
Pre-Retirees
The years leading up to retirement are full of decisions that shape what comes next. Learning early helps you connect the dots between Social Security, taxes, and income planning.
Seniors & Retirees
Retirement brings important decisions about income, taxes, and long-term planning. Education helps you understand your options clearly so you can make choices that feel right for your future.
Families Helping Parents
Helping a parent navigate financial decisions can feel overwhelming without guidance. Access resources and education that make conversations easier and decisions more informed.
Learn More By Contacting Our Team
Stop Guessing & Start Understanding Your Finances.
People across Arizona turn to the Foundation for Personal Financial Education Arizona when they want answers without pressure and education they can actually use. Whether you attend in person in Scottsdale or Prescott, or join online from anywhere, the next step is simply choosing how you want to learn.
