The Acclivus Group helps individuals, families, and business owners make confident financial decisions by integrating insurance, retirement, and risk-management strategies into a cohesive plan. We specialize in simplifying complex financial choices—bridging the gap between today’s income needs and tomorrow’s long-term goals.
About Us
For individuals, we guide clients through Medicare options, Social Security optimization, and income-generation strategies designed to support financial independence throughout retirement. Our approach emphasizes asset preservation, protection against chronic care risks, and customized legacy planning to promote financial stability and continuity across generations.
For business owners, we provide comprehensive benefits and retirement solutions—including group health plans, SEP and SIMPLE IRAs, and executive compensation strategies—to enhance employee retention and long-term company success.
Through collaboration with trusted insurance carriers, investment providers, and professional advisors, The Acclivus Group delivers clear, actionable strategies tailored to each client’s unique situation. Whether helping someone transition into retirement or helping a business build a sustainable benefits structure, our goal is to create lasting value and confidence through sound financial guidance.
At its core, Acclivus exists to help people ascend—financially, professionally, and personally—through education, empowerment, and strategic planning that connects every stage of life. Schedule an appointment today for a complimentary consultation.
Meet Josh
Josh Bashford
Director of Growth & Retention
Josh Bashford believes everyone deserves to feel confident about their health and finances. He prides himself on being a trusted guide and advocate, helping individuals, families, and future professionals discover what’s possible when the right protection and opportunities come together.
Whether introducing someone to a plan that supports their long-term wellness or helping a new recruit start their own journey in the industry, Josh brings clarity, encouragement, and real-world know-how to every conversation.
Outside of work, Josh is passionate about connecting with his community, volunteering, and spending time with his friends and family. He currently resides in Fountain Hills, where he follows sports avidly, enjoys interactive gaming, and listening to music.
Schedule an Appointment Today!
Contact Us
You don’t have to figure it out alone. Whether you’re planning for your next chapter or exploring options for your family or business, we’re here to help. Fill out the form below, or schedule an appointment, and a member of our team will contact you shortly. Let’s take the next step together.
16810 E Avenue of the Fountains Blvd., Ste. 211
Fountain Hills, AZ 85268
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