Fee-Only Financial Planner Queen Creek, AZ
In Queen Creek’s rapidly evolving community, where small business owners and individuals are building their futures, a common question emerges: “How do I make sure my financial success supports my retirement tomorrow?”
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“The year Roger retired, his employer gave him a lump sum and our income spiked, which pushed our Medicare costs way up. Matt actually called Medicare with us, got the forms filled out, and navigated the whole thing to get it reduced the next year. Working with Medicare sounds totally intimidating to me. He just handled it.”
— R.S., Sonmore client
*This testimonial is from a current client of Sonmore Financial. They did not receive compensation for this testimonial and there are no material conflicts of interest.
Why Work With Us
Fee-Only Fiduciary Guidance
As part of the East Valley community, we provide clear, independent guidance focused on your success.
Tax-Efficient Strategy
We utilize our deep knowledge of Arizona tax regulations means you get retirement strategies that help preserve and grow your wealth for the future.
Personal Attention
We build lasting relationships with our clients. That’s why we start with your values and your vision, not your portfolio balance. Your plan grows around you.
Meet Your Queen Creek Personal Financial Advisor
Matthew Benson, CFP®, guides Queen Creek’s retirees and pre-retirees with his tax-efficient investing and retirement planning knowledge. As a SmartVestor Pro™ and CERTIFIED FINANCIAL PLANNER®, Matthew uses his experience from Vanguard and Mutual of Omaha to create effective retirement strategies for local families.
Matthew Benson, CFP®
Owner / CERTIFIED FINANCIAL PLANNER®
How Do I Know I’m A Good Fit?
Are 55+
You’re retired or want to in 3-5 years
$1M+
Investible assets saved
Looking to delegate
To a long-term financial guide
Our locations
CFP® Serving the Greater Phoenix Area
While we’re proud to serve Queen Creek, our wealth management services extend throughout the Southeast Valley, including Gilbert, Mesa, Chandler, Tempe, and the broader Phoenix metropolitan area.
Gilbert, Arizona Financial Advisor
Chandler, Arizona Financial Advisor
Mesa, Arizona Financial Advisor
Tempe
Mesa
Gilbert
Queen Creek
Ahwatukee
Chandler
Phoenix
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Services tailored to Queen Creek
Our Wealth Management Services
At Sonmore Financial, our services include retirement income planning, tax-efficient investment management, and strategic tax planning. We offer estate planning solutions, charitable giving strategies through donor-advised funds, and retirement distribution planning.
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