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
401(K)S
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.
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 value your trust, learning to understand your goals and dreams, and helping you feel confident in your financial strategies.
At Accrue Wealth Designs, helping you meet your financial needs is one of our top priorities. Our job is to evaluate and assess your financial situation, making only suitable recommendations that may help you to reach your financial goals.
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
Joshua has been helping individuals and businesses with financial planning, portfolio management and business retirement plans for over two decades. Joshua has passed the Series 65 exam and is registered as an Investment Adviser Representative in Arizona. He also holds the Registered Financial Consultant® designation and is licensed for both life and health insurance in the states of AZ, FL, CA and WI.
