WHO WE ARE

Knowledge & Guidance

At Acute Financial, we focus on those individuals preparing for, entering into, or enjoying retirement.

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.

Acute

adjective \a-kyüt\

1. Having or showing an ability to think clearly and to understand what is not obvious or simple about something.

2. Very strong and sensitive; highly developed

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About

Damon Roberts

Damon Roberts

Founder

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.

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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

Matt Deaton

PARTNER

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.

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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

Bridget Davidson

OFFICE MANAGER

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.

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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.

Services

Services

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.

Estate Planning

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.

Tax Planning

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.

Social Security

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.

Financial Planning

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.

Investment Management

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.

ASSETLOCK™

AssetLock™

The innovative asset-protection software AssetLock™ helps monitor your portfolio daily, so you can enjoy the market’s upsides, while helping to safeguard against its downsides.

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.

Want more information about AssetLock™? Fill out the form.

Seminars

In today’s world, access to information has never been easier. The challenge is sifting through all of the options to determine what works best for your situation.

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.

05/12

@ 6:00pm

Glendale Main Library- Large Meeting Room
5959 W. Brown Street, Glendale, AZ 85302

05/14

@ 6:00pm

Foothills Library- Quail Room
19055 N. 57th Ave., Glendale, AZ 85308

05/20

@ 6:00pm

Juniper Library- Meeting Room
1825 West Union Hills Drive , Phoenix, AZ 85027

Please fill out the form to attend our next seminar.

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Contact Us

Acute Financial

4856 E. Baseline Road, Ste 104 | Mesa, Arizona 85206
P: (480) 620-6907 | F: (800) 537-4185

AssetLock™

Submit your questions below, and we will contact you as soon as possible.