About Us

Our philosophy

Helping you hang on to your hard-earned retirement

It is often reported that the most common fear among seniors is running out of money. Our goal is to help our clients avoid costly mistakes while maximizing opportunities to protect and prolong their retirement savings.

It takes different planning to get to retirement than it does to stay in retirement

Yes, it's a cheesy cliche, but it's certainly true. When you are no longer actively generating income, then you should probably take a different approach to how you treat your investments.

We only want to help if it makes sense

Are you already maximizing your Social Security? Are you already covered in the event of a medical event that results in an extended nursing home stay? Are you already minimizing your taxation? Do you know how to protect those whom you leave behind? Would you like to be 100% sure that these items are being addressed? We can provide a complimentary, no-obligation consultation to see if there is anything you might be able to improve. The information is yours and the choice is always yours. Whether you become one of our clients or not, we want to empower you to make the decisions that are best for you and your retirement.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon,
and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

Contact

Office: 480-535-2303

651 West Port Royale Lane

Phoenix, AZ 85023

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Any discussion and/or information regarding financial, legal, and tax planning strategies is not intended to be individualized advice and is general and educational in nature. Always consult with your advisor for individualized advice. The content herein does not represent a recommendation of any particular security, strategy, or investment vehicle by Adam Rosendahl or AIM Retirement Planning, LLC.