Scottsdale, AZ
Retirement planning for Scottsdale families and professionals
By-appointment investment and planning conversations at our Kierland office.
What's included
A written plan built around your goals — clear, coordinated, and in writing.
Kierland Commons Office
14614 N Kierland Blvd, Suite N330, Scottsdale — free parking and private meeting rooms.
Local, Not Corporate
You meet directly with Joe Donti — not a rotating call-center associate — for every review.
Scottsdale-Specific Planning
AZ tax nuances, property considerations, snowbird schedules, and local estate attorneys we already coordinate with.
By Appointment Only
Each meeting is booked in advance so you get undivided time and a prepared agenda.
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.
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 - Estate & Legacy Planning
Beneficiaries, trusts, and legacy coordination.
Learn more about Estate & Legacy Planning
Nearby community
Local planning, close to home
Discreet, by-appointment planning for PV families.