Chamber Main | About Us | Membership | News | Directory Home

 

Quick Links
Visitor InformationEvents:
Calendar, listing and information of area events by date.
Visitor InformationRestaurants:
Restaurants and eateries in and around Carefree and Cave Creek.
Community InfoCommunity Info:
General information about our local communities of Carefree & Cave Creek.
Community InfoAttractions:
Places to visit and things to see in Carefree and Cave Creek.
EconomicsEconomics:
Information on the Governor's Rural Economic Development Conference.
Visitor InformationVisitor Information:
What to do, places to stay, where to eat, and how to get there.
Special EventsSpecial Events:
Art shows, concerts, wine tasting and things to see and do for all ages.
Carefree, Cave Creek golf informationGolf:
Local information, area tournaments, and member golf merchants listing.
Virtual Tour of Easy Street, Carefree AZVirtual Tour:
Virtual tour of Easy Street in Carefree, AZ.

Featured Member

Chris Mellon & Company - Remodeling Carefree

Search

Keyword
Category
City
Zip


Listing Details

Rohn Financial Strategies


Rohn Financial Strategies

As entrepreneurial, small business owners and as parents and grandparents, the Rohns understand the need for tax-efficient, practical, financial planning counsel. Tom and Ann consistently seek to understand their clients’ goals and philosophies, and to develop plans that are consistent with those goals. Through on-going communication, they keep clients informed about economic and social conditions that affect their clients’ planning.

Services

Individual Services
• Executive Benefits (SEP plans, Solo 401[k])
• Retirement Planning (annuities, trusts)
• Individual Life Insurance
• Investment Counseling (traditional and Roth IRAs, rollovers, mutual funds, securities)
• Long Term Care Insurance and Planning
• Financial Planning (personal savings plans, prepaid tuition plans, college savings plans)

Business Products and Services
• Group benefits (medical, dental, HSA, HRA, Section 125 plans)
• Retirement planning (401k, Profit Sharing and Defined Benefit Plans)
• Annual Plan Reviews
• Employee Enrollment Meetings
• Voluntary Benefits
• Administrative and Claims assistance






Location:

36629 N Wildflower Rd.
Carefree AZ
85377


Contact:Tom or Ann Rohn

Phone:480-596-8130
Fax:480-596-8133



Mailing Address:PO Box 5170
Carefree AZ 85377





Also listed in:

 Financial Services » Financial Planners
 Financial Services » Insurance
 Financial Services » Investing
 Business » Financial Services » Insurance
 Services » Insurance

Featured Listings


© 2010 Chamber of Commerce. All Rights Reserved. Designed and fueled by forwardMOTION concepts.