Watch This Video Learn How To Get The Most From Social Security Perhaps As Much As $250,000 More
For over two decades, the team at Asset Strategy Advisors (ASA) has been providing private clients, retirement plan fiduciaries, and investment stewards advice to drive outcomes. As an independent investment advisory firm, registered with the Securities Exchange Commission, ASA provides clients with personalized, objective, and informed investment management consulting, planning and retirement advice. We focus on each client’s unique needs. The firm utilizes prudent process, transparency and acts in a fiduciary capacity to strengthen client outcomes.
Asset Strategy Advisors assists companies and institutions with managing their risks and the responsibilities of sponsoring retirement or investment programs. The firm also helps individuals to create secure lifetime incomes through a supported, client-centric structure. Both institutions and private clients receive a personalized approach through an objective, experienced and collaborative team of professionals and institutional resources.
“As a boutique organization, we deliver innovative, creative strategies and expertise to help clients make informed decisions,” says Managing Director Kent Fitzpatrick. “Our professionals average in excess of 25 years of experience in his or her line of work. Our collaborative team approach, serves to provide our clients clarity.”
The breadth of experience coupled with in-depth industry knowledge sets our staff apart from other advisory firms. That experience and client-focused approach inspired our firm’s slogan: “Knowledge To Drive Outcomes.”
In this report, you'll discover...
Social Security is enormously complex. Making correct decisions could potentially mean tens of thousands of additional dollars in retirement.
In this eBook you will learn...
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
The data contained in this material was obtained from third-party sources believed to be reliable; however, Asset Strategy does not guarantee the accuracy of the information.
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Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC. (ASA) Insurance offered through Charles River Financial Insurance Agency, Inc. (CRFIA) Charles River Financial Group, ASA, CRFIA are independent of CIS.
Asset Strategy Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
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