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Our Services

Asset Financial Services, Inc. is a full service financial services firm. Areas covered include, but are not limited to employee benefits plans, IRAs, investment planning, retirement planning, insurance planning, education funding, and estate planning strategies.


Portfolio Analysis

Asset Allocation Design

Third Party Money Managers

Brokerage Accounts

Traditional IRA

Roth IRA


Simple IRA

529 College Savings Plans

Education IRA

Variable Annuities

Fixed Annuities

Index Annuities

Exchange Traded Funds (ETF)

Common Stocks & Bonds

Employee Benefits

401(k) Plans - Individual & Group

Deferred Compensation Plans

New Comparability Plans

Profit Sharing Plans

Money Purchase Pension Plans

Cash Balance Plans


Asset Protection

Wealth Transfer

Life Insurance

Health Care – Individual & Group

Long Term Care Insurance

Disability Income Insurance


Financial Planning

Investment Planning

Retirement Planning

Insurance Planning

Estate Planning Strategies

Charitable Planning