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Adam Rosendahl, CMPTM

Adam Rosendahl, CMPTM


Since 2008, Mr. Rosendahl has built his career around securing the most important tool in retirement: income. This seemingly simple concept actually encompasses many industries and Mr. Rosendahl is committed to educating and servicing his clients in the areas of tax planning, estate planning, income planning, and long term care planning. As a Certified Medicaid PlannerTM , he is uniquely qualified to balance the complexities of income planning while maintaining eligibility for federal programs that may save families potentially hundreds of thousands of dollars in the event of an extended stay in a nursing home.

Mr. Rosendahl's pro-active and comprehensive approach to many retirement issues has allowed clients all over the country to have the peace of mind of knowing that their income will be guaranteed to last through their lifetime, regardless of poorly performing markets, unpredictable inflation, or untimely health issues. This allows his clients to spend more time planning ways to enjoy their retirement years rather than worrying about funding their retirement years.

Adam has lived in the Phoenix area since 1987. He and his wife, Erinn, graduated from Northern Arizona University and live with their three girls in the Moon Valley area of Phoenix.