For over 25 years, we have listened intently to our client’s needs, provided a personalized “roadmap”, designed and implemented a plan, then set out to accomplish the goals they set out to achieve!
With over 150 clients in 16 states, we offer our clients’ objective investment and risk management advice. This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance* and risk management strategies, designed to help meet your unique needs. As a Registered Investment Adviser Firm, we offer competitive hourly rates for financial planning and fee-based investment advisory services. As a fiduciary, we will always place your needs ahead of our own.
Our investment strategies are aligned with competitive fee-based asset management services, and an array of products to choose from that may fit your financial needs and risk tolerance. Investments such as Annuities, Bonds, Equities (Stocks), ETFs, and REITs may be incorporated in your portfolio. Association Financial, LLC, our affiliated insurance agency, represents many of the finest Insurance Companies which are rated A- or higher. We can provide an all-encompassing financial portfolio strategically designed around you.
*There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss. Past performance is not indicative of future results. Annuities may or may not be part of a financial plan.
We are easily accessible. If you are looking for an experienced and professional Investment Adviser Firm, we would be happy to answer any inquiry you may have about your financial concerns. If we can help, we’d be delighted to have you as our new client and if we can’t help you, Association Financial Services can refer you to another adviser better suited for your needs. Please use the contact form below, or choose one of the alternative methods of communication listed above. Feel free to contact and/or follow us by clicking any of the social media icons below. For a video conference, click the join me logo below.
If you need to send us a sensitive file (which would include any identifiable information such as your DOB, SSN, etc.), please do not send it by email as it is not secure. You may fax it to the number listed above or utilize the link under the contact form below and securely upload your file(s). Each file cannot exceed 2 GB.
Get In Touch With Us!
Do you have questions about how we can help you? Send us an email and we’ll get in touch shortly. We are dedicated and always happy to help. You can also call us at: (800) 943-8804 Monday–Friday, 9:00 am – 5:00 pm.
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