This focused approach allows us to better understand the various issues you face and how to properly prepare. We are committed to providing the knowledge and guidance you need to navigate the stages of retirement and preserve wealth.
Damon Roberts founded Acute Financial in 2001 with the goal of helping individuals find answers to help them prepare for and enjoy their retirement years. Damon is very experienced at creating solutions that encompass tax optimization, estate management, and Social Security maximization. Damon has had several articles published on Fox Business and has appeared on FOX News Live.
Damon has educated thousands of seniors about retirement and feels strongly about helping people help themselves. This passion for educating has led him to give back through a 501(c)3 non-profit organization called the Foundation for Financial Education, otherwise known as F3E. F3E was created to provide current and relevant workshops to people and organizations about financial issues. Damon and his partner Matt are co-directors of Arizona Operations for F3E and frequently volunteer their time and expertise in workshops throughout Arizona.
Damon completed his undergraduate work at Brigham Young University and then went on to complete a masters degree at Arizona State University. Additionally, he is a member of the National Ethics Bureau, and his company is an accredited member of the Better Business Bureau. Damon and his wife are the proud parents of six wonderful children.
Matt Deaton joined Acute Financial in 2008, bringing his experience and background in management, marketing and customer relations. Matt graduated summa cum laude from Arizona State University with a Bachelors of Science in Finance. He later returned to Arizona State and completed a Masters in Business Administration.
Since joining Acute Financial, Matt has helped hundreds of individuals and families customize strategies and solutions designed to meet their individual needs. Matt is a contributor for FOX Business with several published articles and has been interviewed on FOX News Live.
Matt also volunteers his time as the co-director of Arizona Operations for the Foundation for Financial Education (F3E), a non-profit financial education organization. Having developed a passion for education watching his father start a successful corporate education firm, Matt witnessed the power of education in creating change. Taking this experience, Matt is one of the keynote speakers for F3E and was instrumental in creating the Maricopa County Education Series. Matt and his wife were married in 2000 and have three beautiful children.
Bridget Davidson joined Acute Financial in March of 2013, adding her valuable experience in office management and client relations. Bridget spent the past decade working in sales and client management where she developed her talents solving client concerns, improving office procedures, and increasing productivity.
She has a passion for building relationships with individuals and finds great satisfaction in making a difference in each person’s life. Bridget’s expertise has been vital in creating processes that allow us to attend to the individual needs of each client.
When not helping at the office, Bridget enjoys spending time with her husband, Mark, and their four amazing kids. They moved to Arizona from California two years ago in search of a better place to raise their children. They fell in love with Arizona’s unique beauty and the family and friends they have been able to surround themselves with.
Our approach to preparing for retirement is not a “one-and-done” method. A successful strategy requires a comprehensive, ongoing approach that takes into consideration the various stages of life and one’s changing needs.
Regardless of your net worth, it’s important to have a basic estate plan in place. Having the proper legal documents in place while you are living and at death will save time and money, help prevent legal issues, and ensure your wishes are executed. We work with each individual client to determine the appropriate documents needed for their estate and situation.
The goal of tax planning is to arrange your financial affairs in order to optimize your taxes now and in the future. At Acute Financial, we feel this opportunity is too often ignored resulting in missed opportunities for tax savings.
We specialize in analyzing your tax situation and creating strategies specific to your situation. We help you optimize your taxes now and during retirement in an effort to improve the tax efficiency of your financial plan.
Deciding when to start collecting Social Security benefits can be one of the most important retirement-income decisions you'll make. Unfortunately, many people decide to claim their benefits without understanding all of their options. This lack of understanding often leads to poor choices and reduced benefits for the rest of their life.
At Acute Financial, we believe Social Security can be one of the cornerstones of your retirement and optimizing these benefits is critical. We can help you navigate the complex rules and claiming strategies to arrive at the best options for your situation.
Developing strategies for when and how to trigger income throughout retirement is a key component of a successful retirement. At Acute Financial, we help you develop a plan that meets your income needs while also factoring in the other "what ifs" of life. Our expertise and guidance will help you successfully navigate this critical area of retirement.
Having a portfolio that properly balances risk versus returns during retirement is critical. We use our unique process called the Acute Financial Method to create strategies that meet your specific needs and risk profile. Our method allows us to design an investment strategy with the correct asset allocation that can protect against losses and improve investment performance.
At Acute Financial, we are always striving to help our clients achieve the retirement they imagined, which is why we are a select provider of AssetLock™ technology. It’s a more secure, smart and simple approach for helping take the emotion out of investing.
Discover how AssetLock™ can offer you added financial peace of mind.
Tax and/or legal advice is not offered by Acute Investment Advisory, LLC, or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
At Acute Financial, we are dedicated to teaching and educating individuals about the steps they can take to better prepare for retirement. We regularly volunteer our time through The Foundation for Financial Education (F3E), a non-profit organization that is dedicated to eliminating financial illiteracy. Make plans to attend one of our upcoming workshops.
Gilbert Regional Library
775 N. Greenfield Rd. Gilbert, AZ 85234 – Conference Room A
Dobson Ranch Library
2425 S. Dobson Rd. Mesa, AZ 85202- Meeting Room
Tumbleweed Rec. Center
745 E. Germann Rd. Chandler, AZ 85286 – Meeting Room B