our subsidiaries Assurity life Advisors and Assurity Tax Advisors. In addition our other division Assurity Wealth Management is a Registered Investment Advisory and Financial Planning Firm.
Our Focus is putting together a comprehensive plan utilizing every available tool to help you reach your goals without having to go elsewhere for related financial services. Below are some questions we can help you with as well as services that we offer.
How much do I need to save to retire at a lifestyle that I am accustomed to?
What risk or amount of risk should I be taking to accomplish my goals?
How much can I comfortable take in retirement without running out of money?
How can I effectively plan to leave a legacy to my heirs while planning my own retirement?
What options do I have to grow my money and insure against different types of risk?
What investment strategies are available to reduce taxes while approaching retirement?
What are the best tax strategies while saving for retirement or in retirement?
What pro-active strategies can I implement to reduce volatility when the markets correct?
How can I protect my assets from catastrophic health care out of pocket?
What are the best methods to save for college and reduce college costs for our children?
As an Assurity Financial client we want to ensure that you have every tool to be successful in overseeing your Financial Portfolio Growth Plan. We provide our wealth management clients with a simple comprehensive tool to see all of your financial assets in one place on any device where ever you are; home, office, or on the road.
We offer a complimentary
meeting to describe our services,
and to see if our services
are right for you.