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Phoenix, AZ
Retirement planning for Phoenix-area retirees and pre-retirees
A short drive from most of the Valley — clear, written plans with no product-first sales pressure.
What's included
A written plan built around your goals — clear, coordinated, and in writing.
Serving the Valley
We serve clients across Phoenix, Scottsdale, Glendale, Peoria, Cave Creek, Anthem, Chandler, Gilbert, Fountain Hills, and other Phoenix-surrounding areas.
Close to the 101 & 51
Our Scottsdale office is a straightforward drive from most of the Phoenix metro.
Written Plans, No Heavy Product Pitch
Every recommendation comes with a written rationale and clear trade-offs.
Coordinated with Your CPA
We work directly with your existing tax and estate professionals so you don't have to translate between them.
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 - 401(k) & IRA Rollovers
Careful rollover analysis with a written recommendation.
Learn more about 401(k) & IRA Rollovers - Social Security Optimization
Timing and filing strategies for couples and singles.
Learn more about Social Security Optimization - Medicare & Healthcare Planning
Coverage choices coordinated with your retirement plan.
Learn more about Medicare & Healthcare Planning
Nearby community
Local planning, close to home
By-appointment investment and planning conversations at our Kierland office.