Scott Taubman
Provided Services
​Scott Taubman
Certified Financial Planner®
Secure Wealth Advisors, Inc.
scott@securewealthadvisors.com
Office: 602.402.0085
Based in: Phoenix, AZ
About Scott
Scott Taubman is President of Innovative Financial Management, where he provides financial planning and protection for individuals, families, and businesses. He holds a BBA and an MBA with a focus in Finance and Economics and is a Certified Financial Planner™.
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With over 40 years of experience across multiple industries, Scott specializes in operations, finance, sales, and organizational development. His expertise spans insurance, annuities, debt management, tax strategy, retirement planning, estate preservation, and business succession.
Based in Phoenix, AZ, Scott lives with his wife Janne, a retired nurse executive. They’re active in civic and charitable causes, including ACCEL, a global school for children and young adults with learning and behavioral challenges, where Scott serves on the board. The couple enjoys travel, wine, and time with their daughter and son-in-law, who also live in Phoenix.
Debt Free Life™
Wealth Planning
Life Insurance Policy Review
Infinite Banking Concept (IBC)
Indexed Universal Life (IUL)
Randy M.
“I have known Scott for 20 years and he has provided my wife and I with superb service
and a financial plan that have us living stress free. His understanding of our situation
and our goals and dreams are just what we needed, and I am grateful for our
relationship. We worked together for several years, and he helped my clients achieve
the same security in their lives.”
Gail N.
“Scott has proven himself as a trustworthy partner and strong financial professional
when working with all external clients, high net worth individuals, and internal
stakeholders. He perfectly understands client needs in terms of investment solutions
and strategies to arrive at their desired outcome. Diligent and attentive to detail, he is
unrelenting in exacting the demands each client warrants in the navigation of their
financial planning. He is self-driven, often creating new ideas and approaches to meet
client goals. In brief, he has sound financial products know how. Clients are impressed
with his knowledge and understanding of financial structures and services as well as
financial markets. There isn’t any hesitation I would have in recommending his
expertise.”
Lisa S.
“I’ve had a great experience with Mr. Taubman in insuring that after retiring from 37
years in government service, that i can be confident that my savings will carry me
comfortably into this period of my life. He listened to me about what I wanted from my
retirement, where other financial advisors assumed I was uneducated about various
investment strategies. Additionally, he connected me with an attorney to get my will
done. Mr. Taubman really goes the extra mile for his clients”.
