Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Adam Rosendahl, CMP TM
President
480-535-2303
Since 2008, Mr. Rosendahl has built his career around securing the most important tool in retirement: income. This seemingly simple concept actually encompasses many industries and Mr. Rosendahl is committed to educating and servicing...
Adam R Bio (pdf)
Mark Thomas, CMP TM
970-618-1074
First licensed in 1983, Mark has spent the last twenty years helping hundreds of families, in nineteen states, grow and preserve assets. Knowing that most seniors’ biggest fear in retirement is running out of money, Mark’s...
Mark T Bio (pdf)
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.