Our Services

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

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
  • Structured CDs

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
  • Charitable Planning