Gold Canyon clients often want income that feels resilient through market swings. We build tax-aware withdrawal maps and custom stock/ETF portfolios—then stress test with Monte Carlo and plan for health-care and long-term-care contingencies.
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.
Bridge-to-Medicare planning
Long-term-care considerations
Multi-state tax coordination
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.
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. Virtual meetings are available for your convenience—perfect for Gold Canyon's seasonal residents.
We model premiums, out-of-pocket costs, and long-term care scenarios directly into your financial plan.
Yes—Scottsdale office visits or phone/video appointments. Virtual meetings work especially well for Gold Canyon's seasonal residents.
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—general planning coordination is included. If you engage them for legal documents or tax preparation, their fees are separate.
Schedule a no-obligation introductory call with our Gold Canyon-area team.
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