San Tan Valley households often balance retirement with business income or real-estate holdings. We map withdrawals for tax efficiency, coordinate with CPA partners, and design custom portfolios—no mutual funds.
Office Features
Independent RIA · Custody at Charles Schwab · Heard daily on 1100 KFNX
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.
Income smoothing strategies
Cash-flow integrated into the plan
Spousal strategies
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.
Our Scottsdale office is located in north Scottsdale off Thompson Peak Pkwy. From San Tan Valley: Take AZ-24 West to Loop 202 (Red Mountain), then merge onto Loop 101 North. Exit at Thompson Peak Pkwy and head east. Our office is in the Thompson Peak Professional Center, Suite 104—ground-floor with free parking directly in front.
Yes—cash-flow, reserves, and tax effects are modeled.
We work via phone/video or in-office at our Scottsdale location—easily accessible from San Tan Valley via AZ-24/Loop 202 → 101.
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.
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—tax-aware sequencing and estimated-tax planning with your CPA.
Schedule a no-obligation introductory call—by phone, video, or in person at our Scottsdale office.
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