Wealth management is more than just providing investment advice. It encompasses all parts of a person’s financial life. It is a consultative process with the purpose of defining and meeting the needs of affluent clients with appropriate financial products and services. Those needs may include managing risk, preserving your estate, reducing tax liabilities*, insurance*, and considering your legacy and the causes you may support.

Wealth Management Services | Registered Investment Adviser Firm

Your Personalized Wealth Adviser

As a Registered Investment Adviser, Association Financial Services can deliver a full range of financial services and strategies, all with the purpose of helping you maintain your financial security. Making smart financial decisions is a crucial part of life planning, and it’s never too late! At whatever stage you are in life, Association Financial’s extensive range of services can help you make the right financial decisions and reach your financial goals.

Wealth management is the the process of determining risk, estate, legacy, and tax planning needs, with the actions and decisions necessary to achieve these objectives. It also includes identifying sources of financial gain, estimating income and expenses, managing assets, implementing a total comprehensive plan, then continual monitoring of the plan. Future cash flows are considered to determine if the wealth management goal will be achieved.

  • Managing Risk
  • Estate Planning
  • Legacy Planning
  • Tax Planning

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.