“David has been our advisor for over five years now. Every year he reviews our Medicare plans, checks our income strategy, and makes sure our estate documents are current. Having one team handle everything gives us real peace of mind.”

ScottsdaleFull Service

“We sold our business and retired to Scottsdale with a large sum of money and no plan. ARA helped us build an income stream, minimize our taxes, and set up our kids’ inheritance properly. Best decision we made after moving here.”

ScottsdaleRetirement IncomeBusiness Owner

“As a Paradise Valley resident, I wanted an advisor who understood high-net-worth planning. ARA isn’t just pushing products. They built a comprehensive strategy for our Medicare, our income, and our legacy. The whole team is outstanding.”

ScottsdaleHNW Planning

“Living in central Phoenix, I wasn’t sure if ARA would be convenient. But their Scottsdale office is easy to get to, and they offered virtual meetings when the heat made driving unbearable. Marc reviewed our entire portfolio and found $180,000 in unnecessary tax exposure.”

PhoenixTax Planning

“I’m a retired teacher in Phoenix and thought I couldn’t afford a real financial advisor. ARA surprised me. They treated me the same as anyone else, reviewed my ASRS benefits, helped me pick the right Medicare supplement, and never made me feel like a small account.”

PhoenixMedicare

“After retiring from Boeing in Mesa, I needed help rolling over my 401(k) and figuring out Medicare. ARA handled both on the same day. One meeting, everything taken care of. That efficiency meant a lot.”

Mesa401k RolloverMedicare

“We live in Glendale near the stadium and tried two other advisors before finding ARA. The difference is they actually listen. They didn’t try to sell us anything. They asked about our life, our goals, and built a plan around what matters to us.”

GlendaleFinancial Planning

“My mother lives in Sun City West and was being charged outrageous fees by her previous advisor. The ARA team reviewed everything, moved her to better options, and she’s saving over $4,000 a year in fees. She calls them her guardian angels.”

West ValleyFee Review