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