For years, Assurance Financial Services, Ltd. (AFS) has provided our corporate clients, not for profit organizations and business executives with retirement plan advisory and financial wellness educational services. AFS began from an increased demand from our clients, coupled with an expanding in-house team of retirement plan professionals.
AFS is a wholly-owned subsidiary of Assurance that provides independent guidance, retirement solutions and comprehensive education options. AFS was created with one simple goal in mind: helping our clients minimize fiduciary risk while maximizing financial health for their employees.
Ready to minimize your fiduciary risk and maximize your employees' financial health? Schedule a call with Rich Cordova, who leads our retirement practice.
• Having customized and comprehensive financial wellness education
• Receiving independent insights through fee transparency, plan analysis and benchmarking
• Working with a team of dedicated retirement plan advisory professionals
• Sharing fiduciary responsibility
• Attracting and retaining employees
Competitive Retirement Plans – For Everyone
Every employer should strive to construct a retirement plan that creates successful outcomes for their participants; however, not all participants are the same. AFS works hard to understand those differences and provide the greatest value for your employees regardless of what stage of life they are in.
Custom Education Opportunities
No more industry jargon here. We're committed to making sure your employees have a clear understanding of your retirement plan program.
Expert Insights in a Digestible Format
AFS understands that not everyone is a retirement plan guru, and important plan level data needs to be digestible and align with your organization's goals.
Dedicated Team of Retirement Plan Specialists
Our team's singular focus is centered on advising employers with their retirement plan programs.
Shared Fiduciary Responsibility
As an independent consultant and partner, the professionals at AFS can share fiduciary responsibility under a 3(21) or 3(38) arrangement, and implement a disciplined process to help better manage fiduciary obligations.
Check the background of this firm on FINRA’s BrokerCheck.
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