No matter where you want your retirement savings to take you, it’s quick and easy to set up a plan and help you get there. Association Financial Services offers transparent pricing, a wide variety of investment products, and objective third-party research. Our financial representatives will help you make sure your savings are working hard to meet your goals for retirement when the time is right for you and your family.

We have a variety of account types available to help you stay on the right track—plus, it can be easier to manage your investments when they’re all in one place. We can help you get a holistic view of your investments and provide solutions.

Retirement Planning Services | Registered Investment Adviser

A Personalized Strategy For Your Retirement Goals

Above is an example of a well-diversified retirement portfolio that invests 50% in stocks, 25% in bonds, 20% in annuities, and 5% of assets invested in cash. Based on your individual risk tolerance, you may wish to invest a higher or lower percentage in annuities, bonds, stocks, etc. The above illustration is by no means a one-size-fits-all approach.

Your Personalized Retirement Adviser

Your customized plan automatically reflects market changes and is ready to adjust to the shifts in your life. Our approach is based on extensive research and backtested to provide a tailored experience. A comprehensive financial plan can help forecast lifelong cash flow needs, illustrating all the money you will receive and spend in your lifetime. Illustrations use prudent assumptions to protect against inflation and uses realistic returns.

Process

The process of determining retirement income goals and the actions and decisions necessary to achieve these aims. Retirement planning includes identifying sources of financial gain, estimating expenses, implementing a savings program, and managing assets. Future cash flows are considered to determine if the retirement income goal will be achieved.

Plans

  • 401(k), 403(b), and 457(b) Plans
  • 1035 Exchange
  • SEP IRA, SIMPLE IRA
  • Traditional IRA, Roth IRA
  • Lump Sum Rollovers

More Information

Association Financial, LLC, and Association Financial Services, LLC, can provide you with a wide range of advisory services (whether fixed or variable investments), including:

  • Annuity selection (fixed or fixed-indexed)
  • Assistance in deciding when to buy and sell your investments
  • Review of insurance and investment portfolios, as well as transferring assets or qualified plan rollovers
  • Individual bond, commodity, equities (stocks), ESG stocks, Exchange Traded Product (ETP), investment trust, and REIT selection
  • Strategic asset allocation strategies including re-balancing
  • Attorney and CPA services
  • and much more.

Contact us here for more information.

Investing in securities involves risk of loss that clients should be prepared to bear.