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


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.


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


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


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


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


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.

Protecting Yourself from Stock Market Losses

How an Annuity Can Protect Against Stock Market Losses With the stock market volatility we’ve seen this year, annuities have become a popular way to mitigate risk for a portion of a portfolio.  Annuities are a contract between you and an insurance company and should...

Retirement Lifestyle – What To Do

What To Do In Retirement Retirement is what you make it. It can be enriching and relaxing, or adventure-filled and invigorating! If you’re sitting and wondering what to do when retired and bored, it may be a relief to know that there are plenty of options out there....

Did Early Retirement Sneak Up on You?

Did Early Retirement Sneak Up on You? These are challenging times for so many people.  COVID-19 has forced millions of Americans into an early retirement that they were not anticipating.  Just last week the airline industry announced over 30,000 job cuts. So what are...

Give Your Children or Grandchildren a Very Special Gift

Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect who wanted to put some money into an account for his two infant grandchildren.  His thought was to start with $10,000 each and that would cover him for birthday’s and...

Retirement Planning during COVID19

With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what you should be doing with your retirement finances. We want you to know we are here and ready to help. We are trying to respect your space with the virus floating around to...

COVID-19 and Your 401(k)

The financial crisis that has come with COVID-19 has taken a significant toll on the balances of 401(k)s across the country. The uncertainty of how much this pandemic is going to effect the economy in the future has many people asking what they should be doing with...

Why Attend a Class on Social Security

For the past four years, we have been teaching a class about social security.  You might be asking yourself why it is so important to learn about your social security benefits prior to filing.  Let’s try to put the importance into context.  If your benefit was $2000 a...

How to establish a tax-free retirement

Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s something we all accept.  Did you know it’s possible to enjoy a tax-free retirement?  Yes, you could spend 20-30 years of your retirement in a tax-free world, with...

What is the Stock Market Doing?

Did you see what happened to the stock market this week?  Was it up or was it down? More importantly, what effect did it have on your retirement savings? If you are like most people planning for a retirement of some sort, you probably do not know because you don’t...

What is Wrong with Mutual Funds?

    Mutual Funds with Marc Montini While reviewing a prospective client's existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management.  With that being said,...

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11811 N Tatum Blvd #1090 Phoenix, AZ 85028

(480) 428-8005


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