Plan with confidence. Retire with clarity.
Retirement income, tax-aware strategies, and principal-protection planning with Joe Donti.
Meet Joe Donti
Retirement planning built around your life — not the market.
Joe Donti is a Series 65 Investment Adviser Representative and founder of Solutions First Financial Group in Scottsdale. For over 20 years he's helped families build strategies designed to turn savings into tax-aware retirement income.*
How we help
Retirement · Income · Protection
No cost · No obligation
Let's build your retirement plan.
A 45-minute conversation with Joe — covering income, taxes, and downside protection.
14614 N Kierland Blvd, Suite N330 · Scottsdale, AZ
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Solutions First Financial Group and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.
Licensed insurance professional. CA Insurance license #0H38616. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Advisors may receive commission for the sale of insurance and annuity products.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.
Investment advisory services are provided in accordance with a duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS.
*References to tax-aware retirement income are illustrative of planning strategies and are not a guarantee of any specific income amount, tax outcome, or investment result. Actual outcomes depend on individual circumstances, market performance, tax law, and the claims-paying ability of any issuing insurance company. Please note that no strategy, including any "all-weather" planning approach, can guarantee results or eliminate risk of loss.