Many Mesa clients are transitioning from public sector and healthcare roles or selling a long-held home and relocating within the Valley. We help turn savings into a dependable retirement paycheck, coordinate ASRS/municipal pension decisions with Social Security timing, and design custom stock/ETF portfolios—without 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.
Tax-efficient withdrawals
From large employers
Donor-advised fund setup
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.
Yes. We evaluate options and rollovers with taxes in mind.
No. Phone/video or in-office—your choice. We work primarily via phone/video or in-office at our Scottsdale location.
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.
We model withdrawals and taxes so RMDs fit seamlessly into your overall income plan.
Schedule a no-obligation introductory call with our Mesa-area team.
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