Design your retirement with a consultative, fiduciary team in North Scottsdale. We build tax-smart income plans and custom portfolios (no mutual funds), coordinate estate & tax considerations with in-office and partner professionals, and custody accounts at Charles Schwab.
Office Features
Independent RIA · Custody at Charles Schwab · Heard daily on 1100 KFNX
We're in North Scottsdale near DC Ranch and Grayhawk, just off Loop 101 on Thompson Peak Pkwy. Easy parking on site; accessible entrance available.
Pre-retirees (50–60), new retirees, and retirees 70+ with $100k+ investable assets—plus business owners and former owners with more complex planning needs. Meet by phone/video or at our Scottsdale office.
Tax-aware withdrawal sequencing and cash-flow mapping
Learn More ›Individual stocks & ETFs. Our strategy avoids mutual funds to save you money.
Learn More ›Right-sized life insurance and long-term care strategies—modeled into your retirement plan.
Learn More ›In-office estate-planning attorney (separate legal fees if engaged)
Learn More ›With CPA partners for complex issues (their fees separate)
Learn More ›Clarify goals, timeline, and what success looks like.
A Monte Carlo is used to stress test your plan & map out tax-aware withdrawals.
Scheduled reviews and updates to your plan as life changes.
Schwab is a member of SIPC; if SIPC limits are ever exhausted, Schwab maintains excess SIPC coverage (aggregate limits apply). Market losses aren't covered.
Yes—Scottsdale office visits or phone/video appointments.
Generally $100,000+ in investable assets to implement diversification and planning depth effectively.
No. We build portfolios with individual stocks & ETFs. Clients pay our advisory fee and the underlying ETF expense ratios.
Yes—general planning coordination is included. If you engage them for legal documents or tax preparation, their fees are separate.
A 20-minute call is all it takes to see how we can help coordinate your retirement plan.
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