ASC Financial Group

Financial consultant in Columbus, OH (show on map)

ASC Financial Group offers income-based financial strategies to help clients preserve savings and generate steady retirement income.

Call (614) 392-1843

Navigate to Visit website

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 emphasizes financial education, a proprietary 7-step process, and fiduciary responsibility to act in clients' best interests.

Income-based financial strategies

Certified Senior Advisor (CSA) and Retirement Income Certified Professional (RICP) designations

Fiduciary commitment to act in clients' best interests

Services

Investing for Income Strategy

Focuses on income-generating investments such as bonds and high-dividend-paying stocks to establish a lifetime income strategy and reduce market risk.

Reduces exposure to market risk Provides steady income streams Utilizes bonds and high-dividend stocks

Retirement Planning

Develops comprehensive retirement plans tailored to individual goals and risk tolerance.

7-step personalized process Risk assessment and optimization Legacy and estate planning integration

Financial Planning

Provides holistic financial planning services to help clients achieve long-term financial security.

Comprehensive analysis of financial situation Goal-setting and strategy development Ongoing management and review

Social Security Maximization

Helps clients optimize Social Security benefits to maximize retirement income.

Strategic claiming strategies Analysis of benefit options Coordination with overall retirement plan

Estate Planning

Provides strategies for safe and secure transfer of wealth to future generations.

Coordination with attorneys and accountants Trust and inheritance planning Charitable giving and legacy strategies

Tax Planning

Helps clients minimize tax liabilities and optimize tax efficiency in retirement.

Tax reduction strategies Coordination with estate and retirement plans Ongoing monitoring for regulatory changes

Credentials & Certifications

Certified Senior Advisor (CSA)

Since 2000s

Retirement Income Certified Professional (RICP)

Since 2010s

Frequently Asked Questions

Will I still be able to retire? +

ASC Financial Group helps clients assess their retirement readiness and develop strategies to ensure they can maintain their desired lifestyle in retirement.

Can I stay retired? +

The firm provides ongoing management and review services to help clients adjust their plans as circumstances change, ensuring they can remain retired.

When’s the best time to claim my Social Security benefits? +

ASC Financial Group offers Social Security maximization strategies to help clients determine the optimal claiming age based on their individual circumstances.