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Acclivus

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For us, success means helping you reach your goals — not hitting a number.

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The Ascent

Plain-language guidance on Medicare, Social Security and retirement — before you need it.

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Working with us

Our team

Licensed advisors who treat your plan like it's their own family's — because that's the standard the work deserves.

Josh Bashford

Licensed Insurance Representative

  • Fountain Hills, AZ
  • Medicare planning
  • Life insurance
  • Client advocacy
Full profile

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. Whether introducing someone to a plan that supports their long-term wellness or walking a first-time client through their options, 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.

Licensed in Arizona

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Kris

Principal

  • Fountain Hills, AZ
  • Retirement planning
  • Social Security
  • Life Insurance
  • Annuities
Full profile

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.

Licensed in Arizona, California, Nevada

Our advisor network is growing

TAG supports independent licensed agents across the country. Advisor profiles are added as the network grows.

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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.

Book a complimentary consultation 855-765-6790

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.