Our Story
At Acclivus, we are committed to helping individuals, business owners, and families make informed financial decisions as they plan for retirement and other important life stages. Our team brings over 25 years of combined experience in the financial services industry, offering insight, perspective, and personalized support every step of the way.
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Who We Are
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.
A Coordinated Approach to Financial Strategy
✔ Integrated planning, not spoiled advice.
✔ Access to top insurance & investment providers.
✔ Customized strategies for your needs.
✔ Clear, actionable recommendations.
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.
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