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Financial Planning in Scottsdale

Relevant Reading

Retirement Income Planning
  • Prepare IRA rollovers
  • Analyze and redesign portfolios
  • Develop annual budgets for saving and investments
  • Establish Eternal IRAs
  • Help clients to retire with a comfortable standard of living

Estate Planning*
  • Help reduce probate expenses, delays and publicity
  • Help reduce or eliminate estate taxes
  • Coordinate proper management of family assets
  • Review proper manner of holding title to property
  • Prepare post-death planning and tax strategy

Investment Analysis Planning
  • Match investment vehicles with goals and needs
  • Evaluate specific investments
  • Consider and explain tax consequences
  • Analyze risk/return trade-off

Tax Planning*
  • Help you to maximize use of tax deductions
  • Defer taxes
  • Shift income between family members
  • Help reduce taxes through appropriate investments

Risk Management
  • Help review financial goals in the event of disability or death
  • Identify current and future risk exposure
  • Evaluate current coverage cost-effectiveness
  • Plan for long-term nursing care

Other Services
  • Implement insurance and investments with securities offered through Commonwealth Financial Network®, member FINRA/SIPC. ValuesQuest does not represent proprietary products or participate in the underwriting of public offerings.
  • Write wills, trusts, buy-sell agreements, and other estate planning documents provided through knowledgeable and experienced estate planning attorneys.  ValuesQuest does not render legal advice.​

*ValuesQuest does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation


We offer a wide variety of services to address the financial objectives of individuals. We work closely with each client to determine their specific needs. A clear, concise, and flexible plan is created. We help you put that plan into action, and we regularly review your situation for any necessary adjustments that might need to made to the plan. It is an ongoing process, and we are with you every step of the way.