10405 E McDowell Mountain Ranch Rd.
Suite 278
Scottsdale, AZ 85255-1303

Darren M. Tosetto

(480) 699-8448

 
Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement Making Your Tax Bracket Work Making Your Tax Bracket Work

Welcome to WealthPro Financial

WealthPro Financial is a comprehensive financial services firm specializing in portfolio construction and management with a commitment to helping you improve your long-term financial success. Our programs are investment platforms are designed to grow and conserve your wealth by offering a wide array of financial services, investment choices, and an unprecedented level of personalized service. The WealthPro business model is "client-centric" and unlike many of our competitors, we do not take on more clients than we are effectively able to have meaningful relationships with. Our high level and commitment to this personalized service and attention to each of our clients portfolios makes it necessary for us to limit our client base to primarily high networth investors and those who appreciate the value of professional and unbiased asset management. 

If you are interested in this degree of service and expertise, I encourage you to explore our site and learn more about the services we provide. While our website is designed to provide conveneint and fast access to a wide range of information, it is not a substitute for the individual attention we strive provide our clients with. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (480) 699-8448 . We look forward to hearing from you.

 

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements are designed a business against the death of a principal or key employee.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

How Income Taxes Work

A quick look at how federal income taxes work.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Life and Death of a $20 Bill

How long does a $20 bill last?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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