Life Planning

Client Centered

Associated is not just a financial services firm. We are a family. Unconventional, perhaps, but that is what helps us to understand that today’s modern family comes in all shapes and sizes, each with its own complexities and challenges. The tools we use to provide insightful and careful planning to help our clients preserve and grow lifetime assets are comprehensive and robust. They accommodate the many complexities and challenges that may apply to your family’s situation and allow us to help you develop an appropriate plan to meet your family’s future needs, from cradle to grave and everything in between. A short list of those things might include preparing to walk down the aisle, purchasing a home, saving for your children’s college education, starting a business, planning to retire and even decisions about appropriate risk management like life insurance, disability, and long term care.

Most of us know instinctively that life’s important decisions often come with financial implications or trade-offs. We can help you lay out the possibilities so you can make the best decisions for your family’s future.

Our family is here to help yours to succeed, thrive, and grow financially.

Focused on forming comprehensive, tailored plans for its clients with a family-driven approach

At Associated, we can help you manage many of these common family decisions:

It’s been quite the career. My kids are now adults and independent-ish. When can I afford to retire?
How do I manage competing financial priorities such as saving for emergencies, buying a house, paying for college, and funding my own retirement needs? ·
Should we buy a home or continue to rent?
If I marry someone with significant debt, how do I protect my own finances from being impacted?
We want to have a baby and would like for one of us to stay home. How can we afford to do that?
Our kids are grown and have moved out. Should we downsize or stay put?
How much can we afford to spend on our Bucket-List vacation this year?
How do I take care of my family if I die early or become unable to work?
My mother has just listed me as the executor of her estate. That sounds easy enough – is it?
A family member died. I’d like to help but don’t know what resources are available. What can I provide?
I want to retire but health insurance is so expensive. When do Medicare and Social Security kick in?
My grandmother just went to a memory care facility because of Alzheimer’s. It is costing my parent’s a fortune. What if my parent’s eventually need care? Will I have to pay for it? Isn’t there another way to pay for that kind of care?
My grandpa died and left me some money. How do I keep my spouse from getting this money if we ever get divorced?

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