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Additional Services

In addition to our wealth management and investment services, Associated Financial Consultants & Investor Services takes an overarching approach to wealth management and offers a wide array of solutions including:  

  • 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