Erise Wealth Management

Rohn Financial Strategies, Inc. is an independent financial advisory firm based in Carefree, AZ, specializing in helping individuals and families achieve their financial goals through comprehensive planning and investment management. With a wide range of investment and insurance products, including managed money, mutual funds, annuities, life, health, and long-term care insurance, they provide personalized solutions tailored to each client's needs. For businesses with five or more employees, Rohn Financial Strategies offers innovative employee benefit programs, including group medical, dental, voluntary, and retirement plans. Their team of Employee Benefit Consultants simplifies the design and implementation of these plans to attract and retain quality employees. Committed to cost-effective and tax-efficient strategies, Rohn Financial Strategies aims to help clients utilize their financial resources to accomplish both personal and business objectives.Generated from the website

Solid Rock Wealth Management is an independent, fee-only registered investment advisory firm with offices in Bozeman, Montana and Scottsdale, Arizona. With over 27 years of experience, they provide comprehensive wealth management services, including investment management, retirement planning, tax and estate planning, farm and ranch sale planning, and 401(k) retirement plan services. Their team of experienced professionals takes a personalized approach to help clients grow and preserve their wealth. As a fully independent firm, Solid Rock Wealth Management has no proprietary mutual funds or annuities and no preferred products or services to sell. They are compensated solely by their clients and do not receive any commissions or financial incentives for recommending investments or financial products. As fiduciaries, they are committed to providing their clients with the highest level of care, prudence, and diligence. With their expertise and low-cost advisory fees, Solid Rock Wealth Management is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals.Generated from the website