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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What can be learned from the savings rate?
Calculating your potential Social Security benefit is a three-step process.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The item most homeowners forget on their home improvement project checklist is insurance.
It's important to understand how inflation is reported and how it can affect investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.