ASC Financial Group
Managing your money wisely means being knowledgeable about all your options.
ASC Financial Group is a full-service financial firm dedicated to helping clients meet their long-term financial goals through income-based financial strategies.
About
ASC Financial Group is a full- service financial firm dedicated to helping clients meet their long-term financial goals through income-based financial strategies. Our financial advisors are Income Specialists who are well-versed in income-generating investment strategies designed to help clients preserve their savings, so they can use it as a steady source of retirement income that is not dependent on stock market growth.
The firm follows a 7-step process: identifying lifetime objectives, determining risk profile, understanding all options, building portfolios, optimizing allocations, identifying tax reduction and catastrophic protection strategies, and scheduling regular reviews.
Services
Investing for Income Strategy
Focus on income-generating investments like bonds and high-dividend stocks to establish lifetime income strategies and reduce market risk.
Retirement Planning
Comprehensive planning to secure financial futures and ensure peace of mind.
Financial Planning
Tailored financial strategies to achieve specific lifetime goals and objectives.
Social Security Maximization
Optimizes Social Security benefits timing and claiming strategies.
Estate Planning
Planning for the safe transfer of assets to heirs and creation of a living legacy.
Tax Planning
Strategies to minimize tax liabilities and ensure compliance.
