Meet Joe Donti
At Solutions First Financial Group, Joe’s “Prep Better All-Weather Planning” approach is built to help you protect income, manage taxes, and invest with clarity — in calm markets and in storms.
Solutions First Financial Group · 9375 E. Shea Blvd, Suite 100 · Scottsdale, AZ 85260
Joe Donti
Prep Better All-Weather Planning · Solutions First Financial Group
Joe began his professional career in the contracting business in the early 1980s, where he learned firsthand what it means to work hard, solve problems, and take care of people. In the late 1990s, he transitioned into the financial services industry and has spent more than two decades helping clients move from “hoping it works out” to having a clear, actionable plan for their future.
At Solutions First Financial Group, Joe and his wife, Patty, work together to deliver a truly client-focused experience. Their “Prep Better All-Weather Planning” approach is designed to help clients navigate growth, income, and protection in all kinds of market conditions — with an emphasis on clarity, education, and straight talk instead of jargon.
Joe holds life and health licenses in Arizona and California and has passed the Series 65 exam, serving as an investment adviser representative. Whether he’s helping someone close to retirement or already retired, his goal is the same: to help them feel more confident, more prepared, and more in control of the next chapter.
Ready to explore what “Prep Better All-Weather Planning” could look like for you? Joe welcomes the opportunity to sit down, walk through your options, and help you see your retirement from a fresh perspective.
Solutions first, so your future isn’t left to chance.
At Solutions First Financial Group, Joe Donti’s “Prep Better All-Weather Planning” approach is built to help you protect income, manage taxes, and invest with clarity — in calm markets and in storms.
Who We Are
Solutions First Financial Group was built around a simple idea: your most important money decisions deserve more than guesswork. After starting his career in the contracting world in the 1980s, Joe Donti brought that roll-up-your-sleeves mindset into the financial services industry in the late 1990s.
Today, the firm focuses on helping pre-retirees and retirees move from “I hope this works” to having a clear, written plan for income, taxes, and protection — grounded in real conversations, not jargon.
Our Commitment to You
Joe and Patty are committed to a truly client-first experience: taking the time to listen, educate, and walk you through your options at a pace that feels comfortable. No pressure, no rush, and no “one-size-fits-all” recommendations.
That means transparent conversations about risk, honest expectations about income, and ongoing follow-through as markets, tax laws, and your own life continue to evolve.
Our Planning Philosophy
“Prep Better All-Weather Planning” is about building a strategy that can handle more than just the perfect scenario. Joe starts with discovery — your income needs, tax picture, healthcare concerns, legacy goals, and what “enough” really looks like for you.
From there, he designs a plan that aims to create reliable income you can’t outlive, manage downside risk, and look for smart tax efficiencies, so more of what you’ve saved is working for your family, not just for the IRS.
Putting solutions first so your future isn’t left to chance.
At Solutions First Financial Group, our mission is to help retirees and pre-retirees move from “I hope this works” to having a clear, written strategy for the next chapter. We believe real wealth is feeling prepared, flexible, and confident enough to enjoy the people and moments that matter most.
Drawing on decades of experience, Founder and President Joe Donti focuses on retirement income, tax-aware planning, and downside protection — coordinating strategies so your Social Security, investments, and insurance aren’t working against each other, but for you and your family.
