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