We believe you should enjoy your life, all of it.

We help make complex retirement plans simple.

To us, it's independent advice and fiduciary assistance for retirement plans. To you, it's the support and guidance you need to help employees achieve their retirement goals. Let's get started »


Navigating your financial path.

We provide financial education, guidance, and tools to help in every stage of your life.

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Helping your employees save for their future.

Learn how we provide guidance and advice to enhance your company’s retirement program.

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  • Events

    Join Us for Our Charity Golf Fundraiser

    2019 Charity event

    Please join us for our 2019 Annual Charity Golf Fundraiser benefiting A Wider Circle and So Others Might Eat, two wonderful, local charities on Tuesday, September 24th! The event offers a fun day for everyone! The event offers a fun day for everyone! While we'll be having our annual golf tournament during the day, we'll be hosting a BBQ and happy hour in the clubhouse afterwards!

  • News

    Charitable Giving for Companies

    people working at food bankAlthough tax reform has previously been antonymous with simplification, the Tax Cuts and Jobs Act of 2018 did actually simplify things. The simplifications came in the form of limiting or eliminating certain deductions and increasing the standard deduction; however, these changes did make it more difficult to itemize. How does this impact a company or a corporation looking to partake in philanthropic endeavors? The good news is there were no major changes via the new tax law for charitable contributions; however, some of the limitation adjustments have made donors develop a more informed giving process. In this post, we discuss the benefits and various strategies organizations can leverage when engaging charities and non-profit organizations.

  • Trend Report

    Is Financial Wellness Making an Impact for Employees?

    AdobeStock_98956277-1“Are my employees on track for their financial picture?”

    It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

We want to help companies and employees take these complex retirement plans and make them simple

Alex Assaley Employee Benefit Adviser

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Proactive advice. Forward-thinking solutions. We help make complex fiduciary oversight, plan design, and employee advice simple.

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email: hello@afs401k.com | phone: (301) 951-2642