Solutions First Financial Group is an independent investment advisory and financial planning firm based in Scottsdale, Arizona. Led by founder and CEO Joe Donti, the firm works with individuals and families seeking clear, coordinated guidance as they build wealth, prepare for retirement, and turn savings into income. Joe and Patty Donti emphasize straightforward conversations and written plans tailored to each client’s goals, lifestyle, income needs, and comfort with risk.

The firm’s services include investment management, retirement income planning, asset preservation, insurance and protection, tax-aware planning, and guidance on extended care and healthcare options. Strategies may coordinate Social Security, pensions, investments, withdrawals, and contract-based income where applicable. The team also considers how income decisions may affect taxes and Medicare premiums, while referring tax and legal matters to the client’s own professionals. Solutions First describes its approach as a step-by-step process: understand the client’s financial picture, design a strategy together, then help implement and review it over time. The firm serves Scottsdale and Phoenix-area families and offers consultations and an income calculator.