Welcome to Assurity Financial Group
THE ASSURITY SHIELD
What sets Assurity Financial Group apart from the crowd is our broad focus on how all aspects of your financial life work together. Regardless of which financial topic is of primary concern at any given time, we strive to consider the secondary effects that can carry over to another area of your financial life.
ASSURITY LIFE ADVISORS — Life insurance serves several purposes especially in the event of an untimely death; replacing lost income, providing for college, or simply leaving a legacy. Deciding if the coverage you desire is a function of what you need, or what you can afford, has an effect on your wealth and potentially taxes.
Our proprietary life quoting software allows us to illustrate and compare the lowest rates on over 2,000 life insurance companies. Whether you are looking for term, universal, indexed-universal, or whole life, we can review with you the best options for you based on your specific goals.
ASSURITY WEALTH MANAGEMENT — Protecting wealth is of utmost importance, especially in light of understanding how difficult lost assets are to replace and the time involved. As you age your accumulated wealth is absolutely necessary for your continued lifestyle and needs; minimizing taxes on distributions demands more focus once you retire from working life.
Offering low risk no-load, managed investment accounts; with low fees specific for retirees and seniors.
ASSURITY FINANCIAL MANAGEMENT — Maximizing how effectively your money works for you in making you more money is no easy task; especially if the advisor you select approaches this important task with a narrow focus. Taking the time to really understand your future vision is the starting point of all Assurity Financial client relationships; the focus is always on YOU.
Assistance with current financial planning and end-of-life planning; including life insurance, wills, trusts, estate planning, reverse mortgages, long-term care, gifting and wealth transfer.
ASSURITY TAX ADVISORS — We believe everyone should arrange their affairs so that their taxes are as low as possible. This ideal is important at any age, or any area of concern during your entire financial life.
We believe everyone should arrange their financial affairs so that their taxes are as low as possible. This ideal is important at any age, or any area of concern during your entire financial life.