About American Retirement Advisors
Who We Are
American Retirement Advisors is a retirement planning and Medicare advisory firm serving high-net-worth individuals and families across Arizona and Nevada. With offices in Scottsdale and Las Vegas, ARA provides comprehensive guidance on Medicare enrollment, retirement income strategies, Roth conversions, IRMAA reduction, estate planning, and legacy preservation.
ARA takes a different approach than most advisory firms. Instead of managing just your investments or just your Medicare, the team looks at your entire financial picture. Medicare, income, taxes, estate. All connected. All coordinated. That holistic view is what clients consistently mention in their reviews.
Our Locations
Scottsdale, Arizona
Serving the greater Phoenix metro area including Scottsdale, Phoenix, Glendale, Mesa, Tempe, Chandler, Paradise Valley, and Gilbert.
Las Vegas, Nevada
Serving the Las Vegas valley including Summerlin, Henderson, North Las Vegas, Spring Valley, and Green Valley.
Our Advisory Team
David Schaeffer specializes in Medicare planning, retirement income strategies, and client relationships that span decades. Known for his ability to simplify complex financial decisions and his genuine care for every family he works with.
Marc Frye focuses on Roth conversion strategies, tax-efficient withdrawal planning, and multi-year financial projections. Clients praise his analytical approach and ability to identify savings most advisors miss.
Kyle Jacobs brings deep expertise in estate planning coordination, trust and beneficiary reviews, and inheritance strategies. His attention to detail has caught costly oversights that saved families from probate.
David Edge serves a large client base with expertise across Medicare enrollment, retirement income, and holistic financial reviews. Known for thoroughness and consistency.
What Sets ARA Apart
- Holistic planning that connects Medicare, income, taxes, and estate into one coordinated strategy
- Annual proactive reviews to catch changes in health plans, tax laws, and family circumstances
- Partner model that brings securities professionals and estate attorneys to the same table
- No high-pressure sales. Every consultation starts with listening, not pitching.
- 800+ verified client reviews with a 4.9/5 average rating across all locations
Our Services
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Ready to Experience the ARA Difference?
Schedule a no-obligation consultation with our team.