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Association Financia
There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss. Past performance is not indicative of future results. Annuities may or may not be part of a financial plan.
Insurance Planning
Insurance planning is the process of analyzing what types of insurance are needed for the protection of a person’s assets and ability to create assets.
Investment Planning
The placing of funds into the proper investment vehicles based on the investor’s future goals, time horizon, and priorities. Ideally, sound investment planning will allow the investor’s funds to produce financial rewards over time
Your customized plan automatically reflects market changes and is ready to adjust to the shifts in your life. Our approach is based on research to provide a tailored experience. A comprehensive financial plan can help forecast lifelong cash flow needs, illustrating all the money you will receive and spend in your lifetime.
Personalized Financial Planning
As a Registered Investment Adviser Firm*, our advisers offer fee based planning services. Fees range from 0.45% to 1.95%. The larger your portfolio, the less we charge in fees. If you were quoted a fee from another RIA, please contact us for a competitive quote analysis
Retirement Planning
No matter where you want your retirement savings to take you, it’s quick and easy to set up a plan and help you get there. Association Financial Services offers transparent pricing, a wide variety of investment products, and objective third-party research.
"Great work thank you. This is my second job with EngrAamirKamal and I have a few more comming up I plan to hire him for. He has been very easy to work with, and understood exactly what I wanted. Fast Efficient work. Thanks."