We know our clients live busy lives, so we save them time by providing consolidated investment and money management, retirement planning, insurance and tax services all in one place.

Independence is important and operating in an open platform allows us to engage with our clients to focus solutions on their desires instead of the ambitions of an institution or parent company.  Our financial planners, money managers and insurance professionals work on your behalf to design, implement, coordinate and monitor your plan, allowing you the freedom to pursue your true passions and spend time with those people most important to you.

With a Certified Financial Planner by your side, you get the best advice culled from years of experience and knowledge about the industry. You save time and money and get to enjoy peace of mind that your finances are handled by expert professionals.

Whether you want to reduce taxes, generate efficient income for your retirement, or protect your most important assets, our team of experienced professionals are ready to help.

Financial Planning

Experienced financial advisors would never advise just having a savings account for your retirement. True financial planning takes into account different aspects of your financial life. These include tax planning, insurance protection and even estate planning.

AIS Financial Services provides you with certified financial professionals who will work hand-in-hand with you to create and implement a comprehensive financial plan that will help you live the lifestyle that you truly deserve.

Money Management

AIS Financial Services provides clients direct engagement with our team of portfolio managers. They are available to answer questions and provide guidance as needed. This is a distinct service that our competitors do not provide. Our portfolio managers are held to the same fiduciary standards as our financial planners. Thus, you can enjoy transparent, independent and objective solutions designed to best suit your personal goals.

Insurance Protection

Similar to our portfolio managers, our insurance division is readily available to help clients develop and implement insurance solutions to complement their financial plans. The insurance division of AIS Financial Services is responsible for supporting our planners and our team of insurance experts to ensure that our clients are provided the most comprehensive financial plan so they can enjoy full financial freedom.

Tax & Accounting

AIS Financial Services encourages cultivation of relationships with clients based on trust and integrity. That’s why each one of our professionals try their best to get to know each client and their real needs. We hope to build relationships with our clients based on trust and integrity.

With more than 75 years of combined experience, our tax professionals can provide our clients with the best solutions and highest level of service for tax preparation and accounting services. More than just experts in their field; they also understand the value of putting our clients’ needs first and foremost.

Consult with one of our experts today!

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