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.
Investments
Portfolio Analysis
Asset Allocation Design
Third Party Money Managers
Brokerage Accounts
Traditional IRA
Roth IRA
SEP 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
Insurance
Asset Protection
Wealth Transfer
Life Insurance
Health Care – Individual & Group
Long Term Care Insurance
Disability Income Insurance
Planning
Financial Planning
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning Strategies
Charitable Planning