Asher Financial Services
Our Services
We provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies. We help clients find growth opportunities while preserving capital and reducing taxes*. Both our individual and business clients benefit from the depth of our knowledge and experience in the areas of:
Wealth accumulation techniques
Estate planning and wealth transfer strategies
Retirement planning strategies
Retirement distribution strategies
Investment management
Insurance planning
Eldercare planning
Educational funding strategies
Tax preparation and planning
:
Employee health and life plans
Profit sharing, pension and 401(k) plans
Business valuation and succession
Exit strategy planning
Tax preparation and planning
Accounting and bookkeeping services
We are a member firm of the Fusion Advisor Network, a powerful national network of some of the most prestigious firms in the financial services field. As a member we have the ability to share planning techniques and strategies with some of the most knowledgeable individuals in financial planning.
*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.