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Financial Planning Services in Surprise, Arizona

Wealth Management Consulting Services in Surprise, AZ

Welcome to Monheit Frisch Wealth Management LLC, a full-service company specializing in wealth management, tax-efficient investing, retirement planning and estate conservation.

As personal financial professionals, we can help you clarify and define your goals, recommend solutions that fit your needs, deliver timely information, explain how changing financial conditions affect you, monitor your financial progress and make investment planning easier.

Financial planning services Surprise, AZ

Our Mission:
To Provide Comprehensive Care for Your Wealth

We seek to truly understand what matters to you – your values, your experiences, your priorities and how you look at money and finances. Once we understand these facts, we can design a long-range strategy to help you direct your wealth so that you can focus on the pursuit of your goals and lifetime promises.

Our recommendations are customized and unique to your risk tolerance and lifetime financial needs. Since long-range financial planning also involves annual income tax filings, we will work with you proactively to verify that you are paying the least amount of tax under current tax legislation.

David Monheit, CPA-PFS, has the skill, training and experience to help you make financial planning decisions with a clear understanding of the tax impact.

For more information about the benefits of working with a tax professional with expertise in wealth management and the credentials of "CPA-PFS" (Certified Public Accountant - Personal Financial Specialist), contact us today.

Common Questions

Here is what you should be thinking about.

Your Future

  • Do I have enough money to retire?
  • If I need to build up additional retirement savings, what are my wisest options?
  • How much income will I need to live comfortably in retirement and what is the best way to receive the income for the remainder of my lifetime?
  • What percentage of my retirement assets should I withdraw annually? How much is appropriate and how much is too much?
  • How do I protect myself against outliving my retirement funds?

Your Investments

  • How should I adjust my portfolio for retirement or changes in current economic conditions?
  • At what point should I shift my focus from asset accumulation to asset preservation?
  • What moves should I make with my IRA and my 401(k), and when should I make them?
  • What kinds of investments could give me a better after-inflation return?
  • How do I deal with the increased volatility in the marketplace?
  • Should I consider adding alternative investments to my portfolio?

Your Risk Management

  • Should I get long-term care insurance or disability insurance?
  • Do I have an adequate emergency fund?
  • Am I equipped to deal with financial or legal challenges from “predators and creditors?”
  • Do I need a trust as well as a will?

Your Children’s and Grandchildren’s Education

  • How do I help them pay for college?
  • Can I do so without having to delay my retirement?
  • How can assisting my family with education planning reduce my estate tax?

Your Legacy

  • How can I direct the majority of my wealth to my family instead of the IRS?
  • How can I convey my values to my heirs along with my wealth?

As specialists in retirement planning and estate conservation, Monheit Frisch Group PLC can guide you to the answers and assist you as you pursue your long-term goals, so give us a call today to get started.

Our office provides services in Scottsdale and the surrounding area as well.

We have two locations for your convenience:

 

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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