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Assurity wealth

Senior-Focused Planning

We work with people preparing for retirement, or those already retired. We take a total wealth perspective, looking at all facets of your financial life. We look at your long term retirement goals, your estate plan, and create a financial plan to prepare for your retirement.

How We Work

Independent Advisory

Our practice focuses on your needs with selections of investments or advice that don't limit your choices. Many advisors are directed into investments that have been selected by their broker-dealer. We make independent investment choices that best fit your goals.

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Retirement Planning

We’ll work with you on tax planning, review the risks you may be taking with your investments. We’ll review the accounts you have and assist you to see how we might be able to help you maximize your income and reduce your tax liabilities.

Services

Investment Advice without Bias

As a Registered Investment Advisor (RIA), we work in YOUR best interest. Under the Investment Advisers Act of 1940, registered investment advisors are held to a fiduciary standard of care – and legally bound to work in YOUR best interest.

In the event that a conflict of interest should arise, we, as RIAs, are required to let you know. That is not always the case with non-RIA “personal financial advisors.”

RIAs are also required to have a written code of ethics that governs our actions and fully disclose how we are compensated.

Retirement 401k

Let us help you maximize your 401k or another retirement plan by moving it into your own individual retirement plan. We can help you to grow or distribute these funds toward your specific goals.

Services

Estate Planning

We can assist you with information to assist in proposing an estate plan with the assistance of an estate planner. While also helping to see if we can help you in reducing taxes and reduce probate costs.

How We Work

Inheritance Planning

You may have questions about how to invest a large amount of money from an inheritance. We help guide you into choices to better maximize inherited funds to serve your family and your future heirs.

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