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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There’s a link between debt and stress.
An inside look at how marginal income tax brackets work.
There are things about Social Security that might surprise you.
Are women prepared for a 20-year retirement?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?