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Acclivus

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Meet our licensed advisors

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Showing all 2 advisors.

Josh Bashford

Licensed Insurance Representative

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 and families discover what's possible when the right protection and opportunities come together.

  • Medicare planning
  • Life insurance
  • Client advocacy

Fountain Hills, AZ · Licensed in Arizona

View Josh's page855-765-6790
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Kris

Principal

Financial Service Professional with 25+ years of recruiting, training & developing successful sales associates. I help insurance professionals offer a variety of products that can help the communities they serve meet a number of insurance and financial needs, including, but not limited to Medicare health plans, dental & supplemental coverage, life insurance strategies, retirement, and home health.

  • Retirement planning
  • Social Security
  • Life Insurance
  • Annuities

Fountain Hills, AZ · Licensed in Arizona, California, Nevada

View Kris's page210-800-4785

Interested in appearing here? TAG supports independent licensed agents nationwide.Learn about joining our team.

Take the first step toward financial clarity

Schedule a complimentary consultation and get a personalized strategy tailored to your goals, your timeline, and your future. No cost. No obligation.

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Insurance and annuity products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

The Acclivus Group (TAG) and its advisors are licensed insurance professionals. Insurance products, including Medicare plans, life insurance, and annuities, are offered through licensed insurance agents and are subject to the terms, conditions, and limitations of the issuing carrier. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is for educational purposes only and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.