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Our Services

At AIS Financial, we provide expert assistance in the following areas:

Financial Planning

  • Comprehensive Financial Plans (or Modular Plans: Retirement planning, Education, Home Purchase, Etc...)
  • Retirement Accounts (SEP IRA, Simple IRA, Tradition IRA, Roth IRA, 403b, Etc...)
  • Education Accounts (Custodial, Coverdell, 529 plans)
  • Tax Plans
  • Estate Plans
  • Insurance Plans (Life, Long-term Care planning)

Investments

  • Common & Preferred Stocks
  • Bonds (US Government, Corporate, Municipals)
  • Mutual Funds
  • Fixed & Variable Annuities
  • Reits
  • Commodities
  • Precious Metals

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Account Types

  • Commission Based
  • Fee-Based Asset Management