Associated Financial Consultants & Investor Services is an independent, financial services firm that launched in South Florida in 1972. Over the past 40 years, the firm has been building a leading reputation in wealth management, investments, employer sponsored retirement plans, employee benefit plans and insurance.

In addition to wealth management, the firm has become a major player in the design, administration and implementation of both employer sponsored retirement plans and employee benefit plans.

Our full menu of services include:

• Wealth Management and Investments
• Employer Sponsored Retirement Plans
• Group and Employee Benefit Plans
• Life, Disability and Long Term Care Insurance
• Family Planning
  • College Savings Programs
  • Life Event Planning
  • Marriage Planning
  • Divorce Planning
  • Care Giving
  • Legacy Planning
• Estate planning
• Tax efficient planning and coordination with your CPA
• Philanthropic Planning
• Cash Flow Analysis
• Medicare
• Social Security
• Insurance and Wealth Protection Review
• Review and aggregated evaluation of any outside investments
• Review of employer sponsored retirement plans options/selections