Frequently Asked Questions
What are our fees?
Consultations and time spent are always free of charge. When you become a client, the fees will vary based upon each unique scenario. In many cases, our clients pay us nothing directly nor do their accounts incur any fees. However, depending upon the individual accounts, fees are structured according to the ideology that our clients keep as much of their hard earned money as possible. We have a comparatively low overhead so our fees are truly dictated by each client's situation.
How are we paid?
Again, each circumstance is different. In many cases, we are paid by the company that we choose to refer you to. In these cases, our clients pay us nothing for our guidance and service.
What are your qualifications?
We hold and continue to pursue a number of different licenses. Among them are insurance licenses, registered investment advisor, and Certified Medicaid Planner.
What is a Certified Medicaid Planner?
This is the most important designation that we hold. You can see a link to more information on our home page. This allows us an additional specialization in planning for unforeseen and potentially catastrophic expenses from an extended stay in a nursing home.
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.
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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.