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Peoria, AZ
Retirement planning for Peoria, AZ retirees and pre-retirees
Coordinated income, tax, and protection planning for Peoria and Northwest Valley families.
What's included
A written plan built around your goals — clear, coordinated, and in writing.
Planning for Market Downturns
Strategies designed to reduce the impact of a market decline in the years right before and after retirement.
Protection Reviews
A review of life insurance, long-term care, and annuity contracts you already own to see if they still fit.
Meet In Person or by Video
Meet Joe Donti at our Scottsdale office at 14614 N Kierland Blvd (free parking) or by secure video — by appointment only.
One Coordinated Plan
Investments, retirement income, taxes, protection, and legacy reviewed together, with a written plan you can keep.
Our process
Simple, transparent, and never rushed.
- 01
Discovery Call
A brief conversation to understand your goals, timeline, and current situation.
- 02
Strategy Session
A no-cost 45-minute review with Joe covering income, taxes, protection, and legacy gaps.
- 03
Written Plan
You receive a clear, written roadmap outlining recommendations, trade-offs, and next steps.
- 04
Implementation & Reviews
We help implement the plan and revisit it as life, markets, and tax law change.
Ready to see how this looks for your household?
Your Strategy Session is at no cost and no obligation. Bring your questions — we'll bring the analysis.
Frequently asked
Answers to what people ask us most.
No cost guides
Work through it yourself first
Readiness Issues to Review in Your Final Year or Two of Work
A practical review of the items worth checking before you leave your last paycheck behind.
Read the previewRequired Minimum Distribution Issues Worth Reviewing
A plain-English tour of the RMD planning questions that come up most often, with pointers to where the current rules live.
Read the preview
What you can expect
Straight answers, in writing, without pressure.
- A 45-minute no-cost Strategy Session with Joe Donti
- Clear written recommendations — no heavy product pitch
- Coordination with your CPA and attorney where relevant
- By-appointment scheduling — never a call-center handoff
Plan your next step
Independent retirement income, tax, and legacy planning — in person by appointment or by secure video.
How we help in your area
Explore related planning areas
- Retirement Income Planning
Turn savings into a coordinated, tax-aware paycheck.
Learn more about Retirement Income Planning - Social Security Optimization
Timing and filing strategies for couples and singles.
Learn more about Social Security Optimization - Tax-Efficient Retirement
Roth conversions, withdrawal order, and IRMAA awareness.
Learn more about Tax-Efficient Retirement
Nearby community
Local planning, close to home
By-appointment investment and planning conversations at our Kierland office.