Our Financial Services

Guidance for every step of your journey

Financial Planning

The first step in our process is creating a sound financial plan. Our experienced team will carefully work with you to determine your goals, analyze your financial assets, and assess your unique preferences to construct a personalized long-term plan.

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Investment Management

Our investment management services are uniquely structured to help maximize return and minimize risk. We believe that mitigation on downside losses is paramount in long-term investment performance. Our wealth management strategies use allocation formulas that help take the guesswork and emotion out of investment decisions.

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Social Security Maximization

As of 2014, there were 567 ways for a couple to calculate Social Security. Ashton & Associates can help you navigate the various options for collecting and reducing taxation on Social Security.

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IRA/401(k) Rollovers

Many retirees choose to roll over their 401(k), pension, or other work-sponsored account into an independent retirement account. With so many different options to choose from, individuals can often feel overwhelmed and may make choices that are less than optimal. Ashton & Associates helps retirees understand the pros and cons of their choices, so they can make decisions that help them work toward their financial goals in retirement.

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Retirement Consulting

Utilizing various retirement strategies, we work to help ensure our clients have access to their hard-earned money when they need it. We pride ourselves on formulating plans that are designed to help our clients not outlive their retirement income and giving clients added peace of mind to enjoy their retirement.

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ASHTON & ASSOCIATES PRIVATE WEALTH DIVISION

Because the strategies to help grow and protect wealth are different for high-net-worth clients, Ashton & Associates has created a separate division for our clients with a net worth higher than $5 million. To find out more about Ashton & Associates Private Wealth, call us at (435) 688-9500.

To learn more about Ashton & Associates Private Wealth, contact us at 435-688-9500 or fill out the form below.

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