Remain Unique. Remain Independent.
Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that is easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come.Contact Us
Your Trusted Advisors
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Important items to consider when purchasing condo insurance.
Why have the markets been so volatile recently?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?