Rise Financial Group

Rise Financial Group

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Financial planning, offering actively managed investment portfoIios, IRA/401K/Rollovers, life, health

01/10/2025

Financial Literacy Basics

"Set financial goals today—your future self will thank you."

Set your financial goals now! Whether planning a dream vacation or a secure retirement, clear goals provide motivation and direction. Prioritize saving and investing to turn your dreams into reality. Stay committed, track progress, and enjoy the journey toward financial success. Start today for a brighter tomorrow!
Call Rise Financial Group now, at (480) 878-7444 to set up an investment account, or start that retirement account, and start preparing for a lifetime of prosperity!

07/23/2024

Stamp Costs Continue to Rise! The price of stamps has
increased from 68 cents to 73 cents, marking the sixth price
hike since January 2021, and the second hike in 2024. This is the first 5 cent increase since January of 2019.
First-class mail volume has plummeted from 27 billion pieces in July 2007 to just 900 million in June 2022, a 68% decline. Despite decreasing mail volume, USPS costs continue to rise, with factors like delivery density and retiree benefits contributing more to the recent price increase than inflation.

05/17/2024

I have recently been on the "baking sourdough bread at home" kick! I have also been using many of King Arthur's treat recipes. One of my favorites, which I made this past weekend, is the Chewy Chocolate Chip Cookie Bars, they are very good, give them a try. Recipe below. If you need help, call at (480) 878-7444!

https://www.kingarthurbaking.com/recipes/chewy-chocolate-chip-cookie-bars-recipe

05/16/2024

Navigating your financial journey can be complex. Let us guide you to your financial goals with personalized retirement advice and a no-cost planning session. Contact us today to get started! (480) 878-7444

05/14/2024

Look for strategies to minimize your tax liability during your retirement years. Give us a call today to learn more. (480) 878-7444

https://money.usnews.com/money/retirement/articles/ways-to-minimize-taxes-on-retirement-income

05/07/2024

DON'T FORGET! Mother's Day is right around the corner!!

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Our Story

Our mission statement at Rise Financial Group is to provide individuals the proper advice and tools to build their fiscal house in order for their portfolios to weather the elements of retirement. Just like the start of building a house, you must start with blueprints, or a strategy. You don’t build just one room and add more rooms later, you design the whole house at one time. And, just like building a home, a retirement income portfolio is comprised of a strong foundation, without a strong foundation, your fiscal house could come crumbling down. In the story of Little Red Riding Hood, which house stood the test of time? It is our goal to help build you a portfolio that will do the same... Using advanced planning software in our practice, we physically show you how we build an income strategy with success!

Address


3303 E Baseline Road #107
Gilbert, AZ
85234

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm