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Modern-day solutions for a modern-day retirement

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Ashton & Associates Wealth Management & Insurance gives wealth management a personal touch. Our commitment to your future is our strongest asset. We design tailored solutions for each client in the areas of financial planning, retirement planning, and investment management for residents in the St. George, Utah and Las Vegas, Nevada communities.

We think that the traditional approach to building financial peace of mind is falling by the wayside. Gone are the days of a mass planning strategy. Today, the best planning is focused on each unique client. Your retirement plan should reflect your goals and the lifestyle you imagine for your future. Abe Ashton and his team will work closely with you to design a plan that fits your life and your future goals.

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WHERE ARE YOU ON YOUR RETIREMENT JOURNEY?

I’m in the midst of my career

and looking for investment guidance.

I’m in the midst of my career

and looking for investment guidance.

"*" indicates required fields

Step 1 of 7

0%

I am saving for retirement in an employer-sponsored retirement plan or an IRA or ROTH.*

Yes

No

I have left my 401(k) type account at a former employer.*

Yes

No

I have saved at least six months of expenses in a savings account to handle the unexpected.*

Yes

No

I have life insurance and/or disability insurance, either through work or a private plan.*

Yes

No

I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.*

Yes

No

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

Name*

First Name Last Name

Phone*

Email*

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I’m nearing retirement

and need to plan for the next stage
of my life.

I’m nearing retirement

and need to plan for the next stage
of my life.

"*" indicates required fields

Step 1 of 8

0%

I have saved at least $250,000 for my retirement in an employer-sponsored plan and/or IRAs and Roth IRAs.*

Yes

No

I have reviewed my Social Security benefits statement in the last year and know what my benefits are at age 62, FRA (full retirement age), and 70.*

Yes

No

I am eligible for a pension.*

Yes

No

I have invested in a solution to address my long-term care needs.*

Yes

No

I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.*

Yes

No

Which best describes you?*

Single

Married

Remarried

Widowed

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

Name*

First Name Last Name

Phone*

Email*

Δ

I’m in retirement

and want to get the most value out of my investments.

I’m in retirement

and want to get the most value out of my investments.

"*" indicates required fields

Step 1 of 9

0%

I have started drawing my Social Security benefits.*

Yes

No

I have a formal, written retirement income plan and review it at least every two years.*

Yes

No

I have saving/investment accounts and/or real estate holdings in excess of $250,000.*

Yes

No

I have invested in a solution to address any long-term care needs I may encounter.*

Yes

No

I have reviewed the beneficiary designations on all my savings and investment accounts and insurance and annuity contracts within the past year.*

Yes

No

I have already prepared one or more of the following for when I pass away and have reviewed them in the past three years: will, trust and health care power of attorney, or health care directive.*

Yes

No

Which best describes you?*

Single

Married

Remarried

Widowed

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

Name*

First Name Last Name

Phone*

Email*

Δ

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St. George Office

1611 E. 2450 S.
Building #6
St. George, UT 84790
Phone: (435) 688-9500

HENDERSON Office

2520 St. Rose Parkway
Suite 317
Henderson, NV 89074
Phone: (702) 900-8177

CEDAR CITY Office

1760 N. Main Street
Suite 200
Cedar City, UT 84721

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