Betz Financial Advisory, LLC is an Arizona-based independent financial services firm. As a partner of Capitas Financial, a national network of insurance and financial professionals, the company leverages broad resources and expertise. They specialize in providing sophisticated wealth management, estate planning, business succession, and retirement planning solutions, with a particular focus on utilizing advanced life insurance strategies for high-net-worth individuals, their families, and their businesses. Their mission is to help clients preserve, protect, and pass on their wealth through customized and comprehensive financial strategies.

Founded in

United States