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Our Primary Purpose

Over the years, we have found that a team approach can be effective when helping clients with a wide variety of needs maneuver through a complex financial-services world.

Finding Your Fit

We invite you to discover the power of our services. Experience the many benefits of collaborating with advisors with diverse backgrounds, perspectives, education, and experience.

Client Centered

Associated Financial Consultants & Investor Services is an independent, financial services firm that launched in South Florida in 1972. Over the past 40 years, the firm has been building a leading reputation in wealth management, investments, and insurance.

Additionally, the firm has become a major player in the design, administration and implementation of both employer sponsored retirement plans and employee benefit plans.

Wealth Management and Investments
Employer Sponsored Retirement Plans
Group and Employee Benefit Plans
Life, Disability and Long Term Care Insurance

Family Planning
   College Savings Programs
   Life Event Planning
   Marriage Planning
   Divorce Planning
   Care Giving
   Legacy Planning

Estate planning
Tax efficient planning and coordination with your CPA
Philanthropic Planning
Cash Flow Analysis
Medicare

Social Security
Insurance and Wealth Protection Review
Review and aggregated evaluation of any outside investments
Review of employer sponsored retirement plans options/selections

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Diversification, Patience, and Consistency

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Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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