Why Us

One team, under one roof, caring for all of your financial planning needs

At Asset Strategies, we believe that your finances don't occur in a vacuum. We take a holistic approach to your personal finances. Our process, and our expert team of advisors passionately believe that approaching your finances with a three pillar approach: financial planning, asset management, and tax planning and preparation, and insuring that financial advice is free of conflict better allows our clients to pursue and reach their goals. 

We believe in a transparent process

No hidden fees, no commissions, no gimmicks. We clearly communicate costs, potential and realized returns, risks, and opportunities. We don't just say we do finanical planning, we follow through. Each and every client we work with begins our relationship with a comprehensive financial plan. By starting with a strong foundation, we find we better understand our clients' concerns, goals, fears, and expectations.That helps us and our clients have a better experience that breaks the confines of status quo.

We believe in short and long term strategies

 This applies to asset management, finanical planning, and tax planning. We consistently look for opportunities to benefit and protect our clients in the here-and-now, but also down the pike. Every action taken in your financial picture has a reaction and consequence. For that reason, we aren't market timers and we don't chase return. We aim to help our clients understand the costs, benefits, and potential opportunties of their financial decisions.

We believe "nothing happens in a vacuum"

 Our services extend beyond asset management. We believe we best serve our clients and help them achieve their goals by comprehensively analyzing and planning based on fully integrating asset mangagement with financial planning and tax planning and preparation. Your asset managers, financial planners, and tax accountants work together to make sure you receive superior financial guidance, that considers all aspects of your financial situation, needs, and goals.

Asset Strategies is committed to the fee-only client model

 This means we do not sell products to our clients.  Accordingly, there is never a conflict of interest between your interests and ours, and you can rest assured that, no matter what your needs, we will always act in your best interest and provide a full-range of financial services; asset management, finanical planning, and tax planning & preparation. We are a single team handling your financial needs 

A Comprehensive Financial Plan

Below are just some examples of how we help our clients with integrated financial advice:

  • Create and maintain an investment plan that helps you reach your goals, and avoid costly mistakes.
  • Identify and prioritze your life-planning goals.
  • Maximize company benefits
  • Determine how much and what types of insurance you may need
  • Determine when and how to take Social Security and/or pension payouts.
  • Implement debt repayment strategies
  • Utilize tax planning to make sure you aren't paying any more tax than you have to. 
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What is the Fee-Only Advantage?

Fee-Only means we work for you, not for our commission and provide honest advice in your best interest.

Why Asset Strategies?

We are a fee-only comprehensive financial advisory firm providing finanical planning, asset management, and tax planning and preparation all under one roof. Financial decisions don't happen in a vacuum, so why should your financial advice only consider one aspect of your financial picture? 

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