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

Major Purchase

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

Building 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.

Having A Safety Net

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

Your Personalized Financial Adviser

As illustrated above, a personalized financial plan is for a specific personal goal. Perhaps you’re planning for a down payment on a home, a child’s education or wedding, a European vacation, or looking to accumulate and build more wealth. Whatever the goal may be, we can help you navigate the “roadmap”. Plan, invest, and worry less!

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.