As a Registered Investment Adviser Firm*, our advisers offer fee based planning services. Fees range from 0.45% to 1.95%. The larger your portfolio, the less we charge in fees. If you were quoted a fee from another RIA, please contact us for a competitive quote analysis. Additionally, Insurance* products may be part of your financial plan. Insurance products are offered through Association Financial, LLC, an affiliated company.

Personalized Financial Planning | Fee-Based Financial Planning Services

A personalized strategy for each of your life goals.

  • Bonds
  • Savings
  • Stocks

Major Purchase

This is for investors who are saving for a car, home down payment, wedding, or any other specific purchase or event.

  • Bonds
  • Savings
  • Stocks

Build Wealth

You may or may not have a specific reason to save, but still want to grow your wealth over a longer period of time.

  • Bonds
  • Savings
  • Stocks

Safety Net

This is a model allocation recommended for investors, designed to ensure you have an emergency fund.

A personalized financial plan is for a specific personal goal. Perhaps you are planning for a child’s education, a European vacation, a wedding, etc. Advisers of Association Financial Services can help you create a financial plan, a personalized “roadmap” that can help you solve your financial problems and achieve your short- and long-term financial goals. Our advisers will work one-on-one with you to understand your current financial situation and your financial goals, whether they are immediate, intermediate, or long-term. They will then design and help you implement a financial plan that is customized to your needs and best interest while remaining focused on your short- and long-term objectives.

We offer competitive hourly rates for financial planning services and fee-based investment advisory services. As a fiduciary, we will always place your needs ahead of our own.

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.