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 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?
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.