The Associates Group offers a complete range of services for Individual, Family and Business Financial Planning. We provide free initial consultations for all of our services.

Financial Life Counseling -
Ready to put your financial house in order? Our Financial Life Counseling Service will assist you in coordinating a complete financial picture appropriate to your current stage in life.

Our investment advisory services provides you with a complete analysis of your investments while considering your risk tolerance as well as your current life stage.

Employee and Executive Benefits
Employers want to attract, award and retain talent. The benefits they provide are a key element of success in this endeavor.

Estate Planning - The future of the Estate Tax is unclear, but estate planning is not about taxes.

Retirement Planning - We can no longer depend on Social Security and employer sponsored plans to provide satisfactory retirement.

Tax Planning - Despite numerous tax cuts, favorable treatment of dividends, and a generally low tax environment, we still have the opportunity to improve ourselves financially through tax planning.

Charitable Giving - We are a charitable society. Even in difficult times, we tend to support charities and give generously. We assist you in evaluating the best way to provide gifts to the organizations that support your values.