Michelet Financial brings Fortune-500 financial discipline to Phoenix families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Phoenix's rapid growth, relocations, and retiree influx create strong demand for coordinated tax-and-investment planning.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Phoenix investors and Maricopa County.
Comprehensive planning for Phoenix households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Phoenix professionals and owners preparing for the next chapter.
Scottsdale professionals and Valley families choose Michelet Financial for transparent fees and integrated strategy.
Yes - we work with clients throughout Phoenix and the surrounding the Valley of the Sun, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Phoenix is a fast-growing Sun Belt hub with semiconductors (TSMC, Intel), finance back-offices, healthcare, and heavy in-migration. Relocating professionals and retirees benefit from resetting their plan for Arizona's lower-tax environment.
Arizona's flat income tax and strong appreciation make capital-gains and property planning valuable for Phoenix households. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Phoenix, AZ clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Living in Phoenix presents unique financial planning challenges that demand a localized, forward-thinking approach. The Valley’s booming economy, driven by real estate, healthcare, and technology, creates opportunities for wealth accumulation, but it also brings volatility—especially in the housing market, where rapid appreciation can lead to property tax surprises and liquidity concerns. Many Phoenix residents, from retirees in Sun City to young professionals in downtown Tempe, grapple with the dual pressures of a high cost of living relative to wages and the need to plan for extreme weather events, which can impact insurance costs and property values. Additionally, Arizona’s lack of estate tax and relatively low income tax rates are advantages, but navigating the state’s specific retirement income exemptions and property tax laws requires a nuanced strategy that generic, out-of-state advice often misses. Without a fee-transparent partner who understands these local dynamics, you risk overpaying for services that don’t address the real financial pressures of life in the Sonoran Desert.
At Michelet Financial (Big Ass Tax Returns), we’ve embraced a virtual-first advisory model that is especially effective for Phoenix clients who value flexibility and efficiency. Remote financial planning isn’t just about convenience—it’s about delivering expert guidance without the overhead of a physical office, which allows us to pass those savings directly to you through transparent, flat-fee pricing. Through secure video consultations, we meet you where you are—whether that’s your home in Arcadia, a coffee shop in Scottsdale, or a vacation rental in Flagstaff—and we use collaborative digital tools to review your accounts, tax documents, and goals in real time. This approach is particularly powerful for Phoenix residents who may split time between homes, travel frequently, or simply prefer to avoid traffic on the I-10. Our virtual model ensures you receive the same personalized, fiduciary-level advice as an in-person meeting, but with greater scheduling freedom and no hidden costs. In a city that thrives on innovation and adaptability, our remote service aligns perfectly with the modern lifestyle of our clients.
Our specific services are tailored to the financial realities of Phoenix residents. In tax strategy, we help you leverage Arizona’s unique deductions—such as the state’s retirement income subtraction for those over 65—while proactively planning for federal implications of real estate sales or business ownership. For wealth management, we focus on building diversified portfolios that account for the concentration risk many Phoenix professionals face from employer stock in local industries like healthcare or construction. And for retirement planning, we address the full picture: from optimizing Social Security claiming strategies to managing Required Minimum Distributions (RMDs) in a way that minimizes tax hits, all while ensuring your nest egg is resilient against inflation and market downturns. Whether you’re a small business owner in Chandler, a tech executive in Mesa, or a retiree in Sun Lakes, our fee-transparent model means you pay a clear, upfront fee for comprehensive advice—no commissions, no surprises.
Ready to take control of your financial future with a partner who puts your interests first? Don’t let hidden fees or generic advice hold you back. Call Michelet Financial (Big Ass Tax Returns) today at (225) 396-5511 to schedule a no-obligation consultation. Let’s build a plan that works for your life in Phoenix—virtually, transparently, and with the expertise you deserve.