72(t) Professor, Powered by Spivak Financial Group - Scottsdale, Arizona

Steve L.

Stuart did a 30 minute consultation call with me and did a nice job of briefly outlining his potential services. He was on-time, knowledgeable, and friendly. He then set up a 60 minute follow up Zoom call to visually walk through his 72t management options in detail.

Warren H.

Was looking for an advisor who could provide details on how to go about implementing SEPP via IRS rule 72T. Stuart was very helpful in explaining the intricacies of 72T and how they could set it up for me as well as other free advice on how to protect and invest my retirement funds. Glad I found this site, thanks Stuart for the time you spent helping me make progress towards protecting, investing and gaining access to my retirement funds early without penalty! Would strongly recommend Stuart to anyone looking for a financial advisor, he really took his time (at no cost) on a couple of occasions to share his expertise with me and get me going in the right direction!

Franklin C.

Stuart is a wealth of knowledge in a specialized field of 72(t) SEPP. I appreciate him generously sharing his thoughts and knowledge as it applied to my situation and providing guidance to help set me on the right path.

Dale L.

I was a bit hesitant in retiring early but, needed to. Everyone at Spivak Financial has been fantastic. Stuart and Vicki are wonderful and they answer your questions and concerns very quickly. Thank you very much!!

Patrick M.

I was able to arrange a meeting with Stuart on the same day I contacted the Spivak Financial Group. During my free consultation, Stuart helped clarify some issues I was having. If you have any questions, especially regarding the 72t process, I would recommend scheduling a call with Stuart.

Adrian S.

Stuart was very knowledgeable and quickly answered all my 72t questions. In this age of automated phone support it was nice to talk directly to a person. He was quick to reply and took the time on the phone to really explain my options. A great guy to deal with.

Scott I.

After doing some research on 72T professionals (of which there are few) I located Mr Spivak. I have been in the 72T program for over 7 years and after just a few minutes talking with Stewart I could tell he was spot on within the subject and he did help me with an issue I have. He was very attentive and listened to what I had to say so as to get all the facts. His recommendation reassured me that I was on the correct path to rectify the situation I am in and provided some very good advice. I would highly recommend Stewart to anyone who needs financial advice or needs guidance with the 72T program.

Sincerely:

Scott Lojewski

Paul O.

I don’t write reviews often but, I felt a need to point out the knowledge and expertise that Stuart brought to the table concerning the 72t. He is a knowledgeable advisor and provides a wealth of information in this niche area. I am thankful for the advice and expertise he provided to me and my family. Thank you again Stuart.

-Paul