WELCOME TO RISE FINANCIAL GROUP!
Limited Time Offer!
Rise Financial Group is currently offering a "PAR" (Portfolio Analysis Review) at no-cost and no-obligation to you, a $2,500 value!
What is a Portfolio Analysis Review?
Our comprehensive review consists of the following items for you to keep:
A personal Morningstar Snapshot report of your current portfolios fees, charges, and overall performance versus portfolios just like yours on a National scale.
A Stock Intersection Report. This shows duplicate stocks owned and acknowledges the positions, or mutual funds that own the same stock, which reduce overall diversity.
Full commentary of your current portfolio, along with new portfolio recommendations directly from our Portfolio Manager.
Rise Financial Group will also provide you with a no-cost Risk Profile and provide comparison to how it relates to your current portfolio. 90% of these reports show the client is taking on more risk than a) they were told, and b) they are willing to take.
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...
CLIENT TESTIMONIALS
Rise Financial Group is a "5-Star" Rated business. Please read a few of our reviews below and give us a call and ask about the process we provide to our investment clients. We promise that you will be happy you called us!
Did you lose money in the downturns of 2001-2002 and 2008-2009? If so, and your current Advisor didn't change the way you are invested in order to minimize losses, call us and find out what we changed for our clients and what we are doing to lessen the blows of a market downturn...
- Jon C
- Richard & Terry H
- Tony & Theresa N
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.
TO HELP GET YOUR RETIREMENT ON TRACK, WE WOULD LIKE TO SEND YOU A FREE GIFT, JUST ASK!
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
In just 10 minutes, we’ll listen to your retirement goals and outline the right next steps...
2. DESIGN YOUR PLAN
Together, we’ll customize a financial plan to help you achieve your retirement dreams.
3. ENJOY RETIREMENT
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