Rise Financial Group - Registered Investment Advisor

Have concerns about retirement?

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Rise Financial Group is a Registered Investment Advisor offering full-service retirement planning, with it’s home office in beautiful Southeast Valley of Phoenix, Arizona. Rise Financial Group provides investment planning, as well as, retirement & legacy planning programs to families, individuals and couples nearing retirement, or, who are already enjoying retirement. Our mission is to provide these individuals, as well as businesses, with innovative financial strategies in an effort to bring clarity and solutions to their retirement portfolio, thus improving your quality of life. We are also experts at developing strategies to maximize your Social Security income, guiding you through the maze of regulations and changes. Sometimes included in this strategy, is the ability to use programs that offer lifetime income guarantees. If interested, we can discuss the many options available and explain which program may best suit your needs. To have one of our Investment Advisors contact you, please click the “Get Started” button just below…

Rise Financial Group, Registered Investment Advisor


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Find out today how Rise Financial Group can help you.
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5 Important Social Security Questions You Should Know

For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

We have put together an informative brochure that helps answer the following questions:

  • What is your Social Security amount?
  • When is the best time to start taking your Social Security benefit?
  • Are there different options if you are married?
  • Does earning additional income while you are on Social Security impact the value of your benefit?
  • Do you pay tax on your Social Security benefit?

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Generational Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments, and other critical documents because they can now all be kept in one place … that is easily accessible!

Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.

It is comprised of three dynamic components:

  1. A secure portal to pass and store confidential financial documents;
  2. Daily investment and banking values powered by a third-party vendor; and
  3. Snapshots of financial assets and expenses for you to view your full financial position, and receive monthly newsletters, market commentaries, and meeting alerts.

Generational Vault is available 24/7. It’s as if you have a team of specialists working around the clock, keeping an eye on your accounts!

Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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Join us for an upcoming seminar!

We hold educational seminars, several times per year, on relevant topics such as Social Security, Legacy Planning, income planning and more. Provide your information below to be contacted regarding upcoming seminar dates, or visit our Seminars Page to register today!