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.

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11811 N Tatum Blvd #1090 Phoenix, AZ 85028

(480) 428-8005


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