In August of 1998…
Association Services was started, a successful independent insurance agency accompanied with a strong internet presence which focused on insurance products in Arizona, Michigan, and Ohio. The firm represented many different insurance carriers and specialized in Health, Life, Disability, and Long-Term Care Insurance.
In 2005…
Association Services transitioned to another market segment due to predictable changes in the Health Insurance industry. Subsequently, we shifted our focus to the IRA, 401(k), 403(b), and 457(b) plan market place. There, financial planning needs were provided to individuals, as well as administrators and educators in school districts across the state of Michigan and Texas. Today, we still provide services for clients that have insurance and financial needs whether they are a group, self-employed, or individual.
In 2014…
Association Services was reincorporated into two companies – Association Financial Services, LLC and Association Financial, LLC, our affiliated insurance company. Today, financial planning and insurance needs are provided to individuals, administrators, and school employees, but now a majority of time is devoted to Insurance Planning, Investment Planning, Personalized Financial Planning, Retirement Planning, Social Security Planning, and Wealth Management. Association Financial Services is a Registered Investment Adviser and services clients across the United States.
Our Expert Team
We are constantly evaluating the best ways to put your money to work. We are dedicated to building long-term relationships and trust—the kind of trust that is only achieved by delivering consistent, long-term results. Taking a personal interest in the lives of each client and their family, establishing sound financial goals, and building levels of trust are the most important things that lead to a continued and valued relationship.
Roffé
Managing Member / CCO
Roffé is the Founder, Managing Member, Chief Compliance Officer, and Investment Adviser of Association Financial Services, LLC, as well as Association Financial, LLC, our affiliated insurance company.
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Carolee
Office Manager
Carolee is our administrator extraordinaire and currently working to obtain her Series 65 license, so that she can also be an Investment Adviser with our firm.
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