American Retirement AdvisorsFounder & CEO
Retirement hands you a handful of decisions you only get to make once. David has sat at the table for every one of them, thousands of times, since 2001.
Medicare. When to take Social Security. Turning savings into a paycheck. The house. What your family inherits. Bring him the one that is keeping you up at night.
Scottsdale office · (602) 281-3898
Don't run out of money before you run out of time.David
Every conversation with David starts the same way: what is keeping you up at night? Then he shows you where you actually stand, on one page, and what to do about it.
or call the office and ask for David
Takes about a minute. Adam from our office calls you back to set the time, in the Scottsdale office or on Zoom, whichever you prefer.
Rather talk now? (602) 281-3898
We will call you to set the time.
Usually within one business day, to set up your Discovery Day with David. Would you rather pick a time yourself right now?
Choose a time on the calendarTo be able to explain Medicare clearly takes a lot of knowledge. To be able to explain it to ME (who has been lost in trying to get it for the last 3 months) takes a lot of patience. And, before I get any further, I am an RN, and my husband is a retired MD.
He was very prepared for our meeting, and remembered everything we had discussed from our visit when my husband was turning 65, almost 2 years ago. We have complete confidence in David.
When my Medicare Part D premium more than tripled, David was proactive about steering me to another plan that gave me the same benefits at a lower price. I am grateful that he anticipated and exceeded my expectations even before our meeting.
David did an excellent job at explaining to us that financially we are doing just fine at this time to be okay with our retirement, which really put our minds at ease. He explained what they can do for us going forward to help us continue on the right path.
After thorough initial discovery and diligent listening, David provided a comprehensive overview of what could be done to strengthen and assure a healthy retirement plan for my wife and I. I confidently felt that he was engaged with the client in front of him and NOT promoting a cookie cutter presentation.
Every year they make choosing the correct supplement and drug plans the easiest thing we do all year. They do the research and all the leg work and we receive all the benefits. We have recommended David and his team to many of our friends.
Real reviews from real clients, shown as written except for length. Reviewer names are first name and last initial. Nobody is paid for a review.
Fiscal Fridays is the live show where real callers bring David real problems and leave with homework. Fiscal Footnotes is the daily 60-second story behind the money rules you live with. New videos most days. The latest is always here.
Subscribe on YouTubeJoin the waitlist for the next live tapingFiscal Footnotes · @fiscalfootnotes
Death and taxes are inevitable. Good planning makes one of them a lot smaller.David
A will doesn't avoid probate. It's instructions for the judge who runs it.David
“I haven't changed anything.” I know. The plan did.David
It was never a tax problem. It's a process problem.David
Don't let the last thing your family shares be a courtroom.David
Retirement is trusting yourself to finally spend what you saved.David
Your Medicare is right, and you know why. Your income has a plan. Your family knows where everything is and what you wanted. That is the job, and David has been doing it since 2001.
8501 E Princess Dr, Suite 210
Scottsdale, AZ 85255
Monday to Friday, 8 AM to 5 PM Arizona time
Call the office and ask for David, or request a time right here on this page and we will call you to set it up. Office or Zoom, your choice.
Book a Discovery Day(602) 281-3898