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Understand Your Picture
Joe takes time to understand your lifestyle, income needs, risk comfort, and legacy goals — then maps every account, policy, and future income source so nothing is left to guesswork.
Meet with Solutions First(602) 753-4244info@solutionsfirstgroup.com14614 N Kierland Blvd, Suite N330, Scottsdale, AZMon–Thu 9–5 · Fri 9–2 MSTMon–Thu 9a–5p · Fri 9a–2p MST · By appointment
Silent aerial B-roll of a luxury Scottsdale golf resort at golden hour, with Sonoran Desert saguaros and Camelback Mountain in the distance — the setting where Solutions First Financial Group helps Arizona retirees plan for income, taxes, and protection.
Scottsdale's Trusted Retirement Partner
Plan with confidence.Retire with clarity.
Retirement income, tax-aware strategies, and principal protected strategies for retirees to help you retire with confidence.
The Solutions First Team
Joe & Patty Donti · Scottsdale, AZ
Meet the team
Real people. Real conversations. Real planning.
Joe and Patty Donti welcome Scottsdale and Phoenix families into their office for straight forward, unhurried conversations about retirement — no jargon, no pressure, just a clear plan built around your life.
What you can expect
A tailored plan built around your life — not the market.
With Solutions First Financial Group and advisor Joe Donti, you get a retirement and income plan built around where you are today and where you want to be tomorrow — right here in Scottsdale and the greater Phoenix area.
- A retirement plan aligned with your lifestyle, income needs, and long-term goals
- Strategies to help turn your savings into reliable* income you can count on
- Protection-focused approaches to help reduce unnecessary market risk in retirement
- Clear guidance so each financial decision feels easier, more informed, and more confident
In Their Words
Hear from the families we serve.
Read verified client reviews on our public Google Business Profile — or share your own experience to help another family plan with confidence.
Retirement · Income · Protection
Tailored strategies for every season of retirement.
Led by Joe Donti in Scottsdale, Arizona — helping families build retirement income, asset protection, tax-aware strategies, and healthcare planning to support the life you want.
Retirement Income Planning
Strategies Designed to Help Turn Savings into Reliable Income
Coordinate Social Security, pensions, and strategies designed to help ensure your money is structured to last as long as you do — with a plan for rising costs, taxes, and changing markets.
Asset Preservation
Help Protect What You've Built
Use conservative strategies and insurance-based tools designed to help limit major market losses while still pursuing growth over time.
Social Security Planning
Claim with a Coordinated Strategy
Explore different claiming options and timing so your Social Security benefits work together with the rest of your retirement income plan.
Insurance & Protection
Life, Income & Legacy Protection
Structure life insurance and other protection tools to help replace income, protect loved ones, and support the legacy you want to leave.
Tax-Aware Planning
Be Smart About Taxes in Retirement
Coordinate investment, income, and withdrawal strategies with your tax professional so you can work to keep more of what you've saved.
Extended Care & Healthcare
Plan for Life's What-Ifs
Evaluate long-term care and healthcare options so potential medical events don't undo years of hard work or place an unexpected burden on your family.
How we work
A calm conversation, then a written plan — no heavy product pitch.
Every relationship begins the same way: we listen first. You share your goals, your concerns, and what you want retirement to look like. From there, we build a written strategy coordinated across income, taxes, protection, and legacy — presented clearly, with time to think it through.
CEO & Founder
Joe Donti
Solutions First Financial Group · Scottsdale, AZ
As CEO and founder of Solutions First Financial Group in Scottsdale, Arizona, Joe Donti helps families move from uncertainty to clarity with transparent, comprehensive retirement and income planning.
Joe began his career in the contracting business in the early 1980s, learning what it means to work hard, solve complex problems, and always put people first. More than two decades ago he brought that same mindset into the financial services world.
Today, Joe and his wife, Patty, work together at Solutions First Financial Group, using their "Prep Better All-Weather Planning" process to help clients navigate growth potential, income, and protection through every season of the market.
A clear three-step path
From scattered accounts to a coordinated retirement plan.
02
Design Your Strategy
Together, you and Joe build a retirement strategy around you — reliable income*, growth potential, and protection from unnecessary loss, with every recommendation clearly explained in plain English.
Explore Our Strategies03
Put It To Work
We help you implement step by step — aligning accounts, turning on income, and reviewing regularly so your plan stays on track as life and markets change.
Start with Joe Donti
Prep Better Framework
Structure · Direction · Durability
Why Solutions First
You've worked a lifetime to build what you have.
Solutions First Financial Group focuses on helping you turn those savings into protected, tax-aware income using Joe's Prep Better All-Weather Planning approach — so your plan aims to hold up in calm and stormy markets alike.
Independent & Options-Driven
As an independent advisor, Joe isn't locked into one company's products. He and his team review solutions from multiple top carriers, then narrow the list to strategies that fit your goals, risk comfort, and timeline — not a corporate sales quota.
All-Weather Retirement Planning
Joe's career began in contracting before he moved into finance over two decades ago — so he thinks in terms of structure and durability. His Prep Better All-Weather Planning framework prioritizes income you can't outlive*, downside protection, and tax-aware strategies. Please note that all investments involve risk, and no financial strategy can ensure a profit or guarantee against losses.
Family-Focused, Relationship-First
Joe works alongside his wife, Patty, through Solutions First Financial Group, creating a family-style experience for clients. He holds life and health licenses in Arizona and California and has passed the Series 65 exam.
Visit us in Scottsdale
A quieter place to plan the next chapter.
Meet by appointment at our Kierland office — comfortable, private, and built for the kind of conversations retirement planning deserves.
Frequently asked questions
Answers about working with Solutions First.
Quick answers to what Scottsdale and Phoenix families ask most when planning retirement income, taxes, and protection with Joe Donti.
Where is Solutions First Financial Group located?
Solutions First Financial Group is located at 14614 N Kierland Blvd, Suite N330, Scottsdale, AZ 85254, serving families across Scottsdale and the greater Phoenix area. Meetings are by appointment only, Monday–Thursday 9:00a–5:00p and Friday 9:00a–2:00p MST (Arizona does not observe daylight saving time).
Who is Joe Donti?
Joe Donti is the CEO and founder of Solutions First Financial Group and a Series 65 Investment Adviser Representative, which means he is required to act in his clients' best interest when providing investment advice. Joe has more than 20 years of experience helping retirees and pre-retirees plan for income, taxes, and protection.
What services does Solutions First Financial Group offer?
We offer retirement income planning, tax-aware strategies, principal-protection planning, Social Security and Medicare guidance, investment management, and legacy/estate coordination — built around a process Joe calls 'Prep Better All-Weather Planning.'
How much does a consultation cost?
Your initial strategy session with Joe Donti is at no cost and carries no obligation. It is a roughly 45-minute conversation covering your income needs, tax exposure, and downside protection, with full transparency on any future fees or recommendations.
Do I need a minimum amount of savings to work with you?
No strict minimum is required. We work best with families who are within 5–10 years of retirement or already retired and want a clear, coordinated plan for income and protection. The first conversation is at no cost so you can decide if we're the right fit.
How do I schedule an appointment?
Call (602) 753-4244, email info@solutionsfirstgroup.com, or use the contact form on our website. We meet in-office at our Scottsdale location, by phone, or virtually — whichever works best for you.
Begin where you stand today
A confident plan starts with a clear picture of your current financial position.
Before you can build a confident retirement strategy, you need to know exactly where you are now. Joe helps you organize your accounts, income sources, and risks so you can see what's working, what's exposed, and where there may be room to improve — all with a focus on families in Scottsdale and the greater Phoenix area.
That clarity becomes the starting point for designing a plan crafted to support your lifestyle, help protect what you've built, and align with the future you want — not just what the market does next.
Questions right now? Call Joe directly at (602) 753-4244 or email info@solutionsfirstgroup.com.
Limited Weekly Appointments
Get your no cost retirement strategy session.
A focused 45-minute conversation with Joe Donti on your income, taxes, and downside protection — no obligation, no pressure.
- Personalized income & tax review
- Independent Series 65 perspective
- Typically scheduled within 3 business days
By appointment only
Reserve a private time to meet with Joe.
Today is Wednesday, July 29, 2026. Choose a date that works best, then share a few details on the contact form — we'll confirm your 45-minute strategy session within one business day.
- Mon–Thu 9:00a–5:00p · Fri 9:00a–2:00p MST
- In-office in Scottsdale, phone, or virtual
- No cost · no obligation
Today
Jul 29
Availability confirmed via the contact form.
No Cost · No obligation
Build your all-weather retirement plan.
A 45-minute conversation with Joe Donti covering income, taxes, and downside protection — at your pace, with full transparency on fees and recommendations.
14614 N Kierland Blvd, Suite N330 · Scottsdale, AZ 85254