Where Tax & Retirement Planning Come Together

Financial Freedom is Available to Those Who Learn About it and Work For it!

At Montini&Co Tax Advisory Group, we take a more strategic plan by using assets to generate a tax-free retirement income plan with protection against stock market losses.

Create Tax-Free Income

Each year, your retirement income will lose 20-40% because of taxes.  Build tax-free income.

Reduce & Eliminate Debt

It’s time to rethink how we manage debt and simultaneously save for retirement.

Safe Money Alternatives

Hedging against stock market losses can be done. Generate market returns with no risk.

About Montini&Co Tax Advisory Group

It is next to impossible to plan successful retirement without taking taxes into consideration. At Montini&Co Tax Advisory Group, we provide you with retirement planning that takes your taxes into consideration! It doesn’t matter if you plan to retire today or 10 years from now, we can evaluate the likelihood of you meeting your retirement goals and assist with making a plan that will get you there!

​Our team can help you to protect your assets from stock market losses and generate a guaranteed income stream that will turn your retirement dreams into a reality. ​We offer retirement planning, tax, and estate planning services to the Phoenix, Scottsdale and surrounding area. If you’re wondering, how you are going to be able to afford retirement, don’t wait to contact our professionals.

Licensed Fiduciary

9

A fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

9

As a licensed fiduciary, Marc Montini, IAR, is legally bound to work in your best interest.  His passion is the process of helping people achieve retirement.  This includes long-term, sustainable income plans with corresponding tax plans.  This includes helping you identify the expenses you can expect in retirement. 

Years Experience

Average Monthly Retirement Savings

9

Registered Investment Advisors are here to serve your interests – no one else’s.

9

Registered Investment Advisors are not tied to any specific family of funds or investment products.

9

Registered Investment Advisors are not here to sell, but to guide.

ACCREDITation

Montini&Co is trusted by Top Associations

Montini&Co Tax Advisory Group is a Registered Investment Advisory (RIA) firm with a simple, clear mission: to truly work directly for our clients. At Montini&Co, we provide reliable resources and comprehensive financial planning and investment management services that is tailored to meet each client’s goals.

We're your one stop shop for Tax and Retirement Planning.

Why Multiple Money Managers are Better than One

It’s well known that a diverse portfolio of assets could be a way to reduce stock market risk, but have you considered the positive benefits of diversifying by portfolio management as well? The key to using multiple portfolio managers is to use managers that have...

Millennial Investing 101 – Part 2

This is part 2 of a blog post intended to grow the financial knowledge base of the children and grandchildren of my clients.  Please go back and read part one if you haven’t already. Types of Financial Professionals There are many kinds of financial professionals...

Millennial Investing 101 – Part 1

*This is part one of a two-part blog post. "The intention is to help the children and grandchildren of my clients to gain insight into financial planning that they may not be getting from the traditional education system.  I hope you will share both of my posts on...

How We Manage Risk

Mitigating or managing stock market risk prior to and after your retirement is an important step to ensure the sustainability of your supplemental retirement income.  Let’s face it, running out of money is not an option.  In this blog post I’m going to discuss the...

What to Expect as Tax Act of 2017 Ends.

TAX ACT 2017 coming to an END! What Does is mean? With the likely potential “sunset” or expiration of the Tax Cuts and Jobs Act of 2017 looming, can we expect to see a dramatic increase in taxes in the near future?  Here’s what you need to know and how you should...

Financial Planner or Advisor?  Which is right for you?

Do You Need a Financial Planner or Financial Advisor?  Which is right for your needs at this time? Keep reading.. To answer this question, we need to take a closer look at all of the financial professionals who could help you grow your retirement, protect your assets,...

The Tax Client and the Retirement Evaluation

What to Expect in a Retirement Evaluation Continue to read to learn about what happens in a Retirement  Evaluation  The During a recent tax preparation appointment (click here to sign up for a tax appointment) my client told me she was turning 62 and had some...

Mitigating Further Stock Market Losses

Inflation and the federal reserve’s actions to rein it in have combined to make 2022 one of the worst years investors have faced since 2008.  Unfortunately, 2023 could be equally challenging as discussions of a full blown recession continue to gain momentum.  Do you...

Why You NEED a Second Opinion

I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement.  Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines.  We expect a smooth flight and...

Tips On Evaluating Your Retirement

I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement.  Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines.  We expect a smooth flight and...

Subscribe for Financial Market Updates

10 + 13 =

11811 N Tatum Blvd #1090 Phoenix, AZ 85028

(480) 428-8005

Marc@Montinico.com

[divienhancer_image_comparison before_upload="http://Montinico.com/wp-content/uploads/2020/03/Montini_Pos_PMS-blue-and-yellow.png" after_upload="http://Montinico.com/wp-content/uploads/2020/03/Montini_Pos_BW-black-only.png" _builder_version="4.16" global_colors_info="{}"][/divienhancer_image_comparison]
error: Content is protected !!