(800) 943-8804

info@association-financial.com

PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only

Welcome to Association Financial Services, LLC — Your Path To A Brighter Future

Thursday, February 20th of 2025

(800) 943-8804

info@association-financial.com

PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only
Association Financial Services, LLC
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Association Financial Services, LLC
  • Home
  • About Us
  • Services
    • Education Planning
    • Insurance Planning
    • Investment Planning
    • Personalized Planning
    • Public Notary Services
    • Retirement Planning
    • Social Security Planning
    • Wealth Management
  • Investments
    • Annuities
    • Bonds
    • Commodities
    • Equities (Stocks)
      • How Stocks Trade
      • Types of Stocks
    • ETPs
    • Investment Trusts
    • Mutual Funds
    • Real Estate (REITs)
  • News
    • Industry News
    • Industry Talk
  • Links and Resources
  • Careers
  • Contact Us
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  • About Us
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    • Education Planning
    • Insurance Planning
    • Investment Planning
    • Personalized Planning
    • Public Notary Services
    • Retirement Planning
    • Social Security Planning
    • Wealth Management
  • Investments
    • Annuities
    • Bonds
    • Commodities
    • Equities (Stocks)
      • How Stocks Trade
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    • ETPs
    • Investment Trusts
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Preparing for retirement emotionally
Administration Department December 3, 2021 No Comments

Preparing for retirement emotionally

Another year is soon coming to an end! You may be considering retirement, but are you emotionally prepared to retire? We discuss five phases to consider when planning your retirement journey!

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Account, Investments, Money, Portfolios, Retirement, Wealth Adviser, Benchmarks, Financial Adviser, Goals, Investment Adviser, IRA, Market, Performance, Personal Capital, Personal Finance, Planning, Portfolio, Risk, Roth IRA, Savings, SEP-IRA, Tips, Wealth Management
Taking a goals-based approach to investment risk
Administration Department January 2, 2021 No Comments

Taking a goals-based approach to investment risk

Happy New Year! New Year’s resolutions are in full swing. In this article to start off the new year, we address one New Year’s resolution you can implement easily, by reviewing your investment risk. The real measure of risk is whether or not you reach your financial goals. Let’s take a look.

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Account, Investments, Money, Portfolios, Retirement, Wealth Adviser, Benchmarks, Financial Adviser, Goals, Investment Adviser, IRA, Market, Performance, Personal Capital, Personal Finance, Planning, Portfolio, Risk, Roth IRA, Savings, SEP-IRA, Tips, Wealth Management
Uncommon Wealth Building Wisdom | Investment Performance Benchmark
Administration Department March 7, 2020 No Comments

Uncommon Wealth Building Wisdom – Trash the Benchmark

There is a common trait that shows up on the road to building your wealth. This trait shows up as you continue to add to your investment portfolio. You do have an investment portfolio, don’t you? And don’t even start the blame game when this trait is revealed in just a moment;

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Investments, Portfolios, Wealth Adviser, Benchmarks, Market, Performance, Planning, Portfolio

Recent News

  • Preparing for retirement emotionally December 3, 2021
  • Taking a goals-based approach to investment risk January 2, 2021
  • I’m hearing a lot about a CFP lately. What’s with all the noise? November 7, 2020
  • The IRS combats refund fraud and identity theft by offering IP PINs October 3, 2020
  • Why now is still a good time for a financial review September 5, 2020

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Association Financial Services, LLC

As a Registered Investment Adviser Firm, we provide expert financial advice to both individuals and businesses. With over 25 years of experience, we’ll ensure that you’re always getting the best comprehensive and independent guidance from the top people in our industry.

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  • Preparing for retirement emotionally December 3, 2021
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    Insurance products offered through Association Financial, LLC, an affiliated company conducting business in 6 states. Advisory services provided by Association Financial Services, LLC, A Registered Investment Adviser Firm, conducting business in 16 states either through registration or an exemption. Association Financial Services, LLC, and its Financial Representatives, may only transact business in a particular state where it is appropriately registered or exempt from registration. Tax and accounting services are not provided by Association Financial Services and its advisers. Please seek the assistance of a tax qualified professional for any tax related questions and concerns, or we can refer you. This site has been prepared for informational purposes only and is not intended to be a solicitation, offer, or sale of investment advisory services to anyone residing outside of the United States.

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