Montini&Co Tax Advisory Group provides comprehensive financial planning and investment management tailored to meet each client's unique needs and goals. Contact our office to schedule your a free Financial Consultation with our Trusted Financial Advisor.
M-F: 8am - 6pm
Saturday: 10am - 4pm
11811 N Tatum Blvd #1090
Phoenix, AZ 85028
We Work to Make Your Retirement Dreams a Reality.
Ask Us Questions!
How long are Financial Consultations?
Typically, a consultation with Marc Montini will be about 30 minutes to 60 minutes. It will vary depending on the organization of your financial documents. Marc Montini and the team at Montini&Co work hard to perform full evaluations regularly!
What is included in a Retirement Plan?
Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimates to determine if retirement income goals can be achieved. It should also include health care plans!
What is a Retirement Plan?
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What is the role of Financial Planning?
Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Learn more by clicking here.
Who needs Retirement Planning MOST?
Not everyone needs to work with a financial planner, but it's advised that majority of people ATLEAST sit down and speak with a financial planner. If you have a high income or net worth, are self-employed, have no interest in managing your own investments, need impartial advice,or if you're young and able to begin planning, it's highly recommended and widely accepted as a good idea.