WE ARE HERE TO HELP!

Arizona Sunrise

WELCOME TO
RISE FINANCIAL GROUP

Do you know and/or understand the fees you are paying in your current portfolio or variable annuity?

Do you want to learn how to earn returns as high as 10.30% that you can use for income and receive quarterly payments?

To learn more, click the "Schedule a Meeting" button below...

Since 2010, Rise Financial Group has been helping people just like you work toward their financial goals and make sound decisions on their personal investments, as well as their 401(k), 403(b), 457 Plans and IRA Rollovers. We focus on helping to reduce clients' tax liability, provide a clear income plan for retirement, help reduce the amount of risk in your portfolio, break down costs for your healthcare and Medicare expenditures during retirement and create solutions that will lower these types of costs in retirement. Lastly, we help with Legacy Planning, making sure your  spouse and loved ones are taken care of...

Our office is based in the Phoenix Metro area of Arizona, however, Rise Financial Group serves clients across the United States, From California to Florida, and From Minnesota to Texas. When you have financial questions or concerns, we want to be here to help provide you the answers...The Founder of Rise Financial Group is from Northern Minnesota, the Midwest background will give you a warm feeling when working with us. This is good to know, because we will not pressure you in to doing business with our firm. We are either a fit as your Fiduciary Advisor, or we aren't, it's that simple... We keep this philosophy because some people have a bit of anxiety about meetings and preparing for them, which causes them to put off an initial consult. Please know, our genuine kindness will make you feel at home here at Rise Financial Group. Please contact our office today to meet with an Advisor or call us at (480) 878-7444

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We are a full service retirement planning firm, providing retirement and legacy planning to individuals and families nearing, or already enjoying retirement.

ASSET DIVERSIFICATION

IRA/INCOME PLANNING

SOCIAL

SECURITY

MEDICARE

PLANNING

ANNUITY

RESCUE

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MORTGAGE PROTECTION

TO HELP GET YOUR RETIREMENT ON TRACK, WE WOULD LIKE TO SEND YOU A FREE GIFT, JUST ASK!

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Rise Financial Group is not affiliated with David Bach or Tom Hegna. We feel that they provide excellent third-party information to retirees in their books and simply would like you to enjoy the reading...

HOW TO GET STARTED WITH RISE FINANCIAL GROUP

1. SCHEDULE A CALL

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In just 10 minutes, we’ll listen to your retirement goals and outline the right next steps...

2. DESIGN YOUR PLAN

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Together, we’ll customize a financial plan to help you achieve your retirement dreams.

3. ENJOY RETIREMENT

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With the right plan and regular optimization, you’ll be on the road to the best years of your life.

HELPING OUR CLIENTS FIND FINANCIAL CONFIDENCE IS PRIORITY #1

Our team of retirement financial planners aren't just knowledgeable, we also understand the importance of your priorities, family, and finding confidence for your retirement future.