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Your Portfolio Stress Test

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

  • We create retirement income strategies for people in or nearing retirement designed to provide retirement income that lasts as long as they do.

    RETIREMENT
    INCOME STRATEGIES

    WEALTH ACCUMULATION
    STRATEGIES

    IRAs &
    401(k)S

    wealth
    management

    Accrue Wealth Designs

    Accrue Wealth Designs takes great pride in working with friends and neighbors throughout Arizona to help them pursue their financial goals by bringing investments and insurance together to create comprehensive wealth designs tailored to each unique situation. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    At Accrue Wealth Designs, helping you meet your financial needs is our first priority. Our job is to evaluate and assess your financial situation, making only suitable recommendations, which we do with integrity and transparency.

    Contact us at office@accruewealthdesigns.com or call us at 480-565-4363 to schedule a no-obligation consultation to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Meet

    Joshua M. Blaker

    President

    Since 1997, Joshua has been helping individuals and businesses with financial planning, portfolio management and business retirement plans. Joshua has passed the Series 65 exam and is registered as an Investment Adviser Representative in Arizona. He also holds the Registered Financial Consultant (RFC) designation and is licensed for both life and health insurance in the states of AZ, CO, FL, MT, NC, SD, WA and WI.
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    Privacy Policy | Terms

    Investment advisory services offered through AE Wealth Management (AEWM), LLC, an SEC Registered Investment Adviser. Accrue Wealth Designs and AEWM are not affiliated companies.

    Accrue Wealth Designs is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or guaranteed/lifetime income streams on this website generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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