Ace Tax and Financial
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​Professional Investment Management

Any advisor holding themselves out as a fiduciary should start with the facts as it relates to your current investments before offering any advice whatsoever. As a fiduciary advisor we make sure you are not making decisions based on myths, misconceptions, or missing critical facts.  We focus on making decisions based on facts and logic derived through proper discovery before making any financial decisions.
Tax Clarity for Retirement Income Planning
Do you know the most important questions you should ask your CPA before you complete another tax return or watch another month go by that could be costing you extra tax dollars? Most advisors focus only on helping you accumulate assets. Our job is to help you possibly cut future tax bills, avoid financial problems in your retirement years, and within your estate plan.  Become proactive with your tax planning and find money falling through the cracks that could be redirected to whatever you desire.
​Income and Social Security Planning
​Make sure your assets can generate the retirement income stream you need today and throughout your lifetime. The timing of starting your Social Security Income is critical and irrevocable. Distributions from your retirement and investment accounts require specific decisions as to when and how much you should take out.  We can help you plan your income in the most tax efficient manner to meet your needs including investment risk management, liquidity needs for emergencies, and changes in the cost of living or the cost of your health care.  Put peace of mind into your future retirement income needs.

​Request an appointment with our Financial Professionals

Request an Appointment

​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343


Email:
[email protected]​

Office Address:
​45237 W Norris Road

Maricopa, AZ
​85139

Mailing Address:
PO Box 867
​Maricopa, AZ
85139
Ace Tax & Financial BBB Business Review
Privacy Policy

Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, AZ License # 6968632
 Investment advisory services offered through Redhawk Wealth Advisors Inc, an SEC Registered Investment Advisor. 
SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Some Investment Advisor Representatives of Redhawk may market their advisory services under the name of Ace Tax &Financial, an unaffiliated and separate legal entity. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securites. Ace Tax & Financail's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indicti5on of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.