Financial Planning

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.

Investment Management

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 strategies use allocation formulas that help take guesswork and emotion out of investment decisions. The Ashton & Associates investment process is transparent, and being fee-based, we are focused on your best interests.

Social Security Maximization

Social Security Maximization

As of 2014, there were 567 ways for a couple to calculate Social Security.1 Ashton & Associates can help you navigate through the various options for collecting and reducing taxation on Social Security.

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IRA / 401k Rollovers

IRA / 401k Rollovers

Many retirees choose to rollover their 401k from their company-sponsored list. With so many different options to choose from, Ashton & Associates helps retirees understand the pros and cons of their choices.

Retirement Consulting

Retirement Consulting

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