We are passionate about assisting people in career transition with budgeting, insurance, and 401(k) rollovers. We can help you design and implement comprehensive strategies that utilize your financial resources, in the most cost effective and tax efficient way, to accomplish your financial objectives.
Rohn Financial Strategies, Inc. is an independent financial services firm founded in 1997. Our core values are integrity, independence, and transparency. With over 75 years of combined experience in financial services, our team is focused on helping clients identify and achieve their financial goals. Each team member has areas of expertise and education that adds insight to your situation.
As independent financial professionals, we use a disciplined approach to provide well-diversified investment options, including professional money managers, asset allocation portfolios, and non-correlated assets. When working with Rohn Financial Strategies, Inc. you gain access to resources not available as a retail investor.
Services for Individuals and Families
• Financial planning
• Retirement planning
• Education funding
• Portfolio review and evaluation
• Tax managed investments strategies
• Insurance review
• Retirement distribution strategies
Employee Benefits for Businesses
• Customized benefit plans (medical, dental, vision, life, disability, voluntary benefits)
• Retirement plans
View our website at www.rohnfinancial.com
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rohn Financial Strategies and Cambridge are not affiliated. Rohn Financial Strategies, Inc. address is 36629 N. Wildflower Rd., Carefree, AZ 85377.