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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five creative (and inexpensive) ideas for motivating your employees.
Being healthy not only makes you feel good, it may also help you financially.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Five phases to changing unhealthy behaviors.
The federal government requires deceased individuals to file a final income tax return.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Making the most of surprises is a great reason to work with us.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?