Assurance Financial Services (AFS) is a wholly-owned subsidiary of Assurance and is a direct response to the expanding needs of our clients. Often times, we would see executives of a business use their personal financial advisor to manage their company’s retirement plan. As a result, the company sponsored plans weren’t meeting their full potential. We know having a specialized focus can help provide a greater advantage to our clients for the following reasons:
Check the background of this firm on FINRA’s BrokerCheck.
We recognized our clients’ concerns and developed AFS to provide company-sponsored retirement plan consulting. Our goal is that our clients have peace of mind knowing that the proper due diligence is in place to control risk and maximize financial health. Like our business insurance and employee benefits divisions, the AFS team works tirelessly to track and report measurable results. This holds us accountable to our long-term vision of creating $1 billion in value annually for clients.
To reach that $1 billion in value benchmark, we offer an array of tailored financial services, including but not limited to:
Here are just a few of the reasons why we continually knock out our competition:
There’s a math teacher at the high school my sons go to, but he teaches more than math. He instills in his students the beauty and power of the handwritten note. Each semester his students write … read more
A Story of IT Helpdesk Transformation Last year, we deployed a new IT request/ticket system which, in turn, became a catalyst event to reshape and rebrand our internal employee IT Helpdesk. The … read more
Download our Workers’ Compensation E-Book today! Will workers’ compensation laws continue to provide an exclusive remedy? Will the election of President Trump influence any states’ decisions on these … read more
First, we want to learn more about you. Tell us about your insurance experience by filling out the form below, and we'll be in touch.