Phoenix Fiduciary Advisors Offering Tax-Efficient Retirement Planning

Retirement Planning That Works for Phoenix and the East Valley

From Arcadia and the Biltmore area to Desert Ridge, Moon Valley, Ahwatukee, and Downtown Phoenix—and across Tempe, Mesa, Gilbert, Chandler, and Paradise Valley—our team helps you coordinate investments, withdrawals, Social Security timing, and Medicare decisions with a tax lens. Fee-only means clear costs and aligned guidance as we plan for part-year residency, seasonal travel, and multi-state considerations.

Services for East Valley Retirees

We design after-tax income strategies, manage portfolios with attention to after-tax returns, and review Medicare networks that fit your providers. Estate planning for retirees keeps beneficiary forms and account titling up to date.

Meet Near the Phoenix Mountain Preserve or Online

Prefer in-person? Whether you’re near the Phoenix Mountain Preserve, Camelback Corridor, or the Biltmore area, virtual meetings are available year-round for travelers and snowbirds alike. Secure document sharing and clear timelines keep planning efficient - reach out, let’s get started today.

Phoenix Office

1230 West Washington Street, Suite 401

Tempe, AZ 85288


Phone: 602-306-4800

HABLAMOS ESPAÑOL

Seasonal and Snowbird Considerations

We address part-year residency, property in multiple states, and timing for Roth conversions and RMDs when moving or changing domicile. We coordinate with your CPA to reflect Arizona filing rules and any out-of-state reporting, helping your retirement income plan stay consistent wherever you spend the winter.

For Founders and Retiring Business Owners

We help transition sale proceeds or concentrated equity into a diversified plan with basis and lot strategy, staged diversification, and liquidity for estimated tax payments—so your next chapter starts on solid footing.

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FAQ from Phoenix Residents

  • Do you work with part-year Arizona residents?

    Yes. We plan for multi-state tax nuances, healthcare networks, and travel schedules so coverage and cash-flow remain predictable.

  • Can you help evaluate Medicare networks in the Valley?

    We compare options based on providers, prescriptions, and out-of-pocket limits to fit Phoenix and East Valley care preferences.

  • What if I’m moving to Arizona mid-year?

    We review residency timing, withholding/estimates, and account updates tied to your move so enrollment and taxes stay aligned.

  • How do you handle RMDs when relocating?

    We align distributions with your cash-flow and tax situation, coordinating with your CPA to avoid surprises.

  • Are fees the same for virtual clients?

    Yes. Our AUM-only structure is consistent for in-person and virtual relationships.