Ayers Financial Services

Business Information
We believe a values-based, comprehensive approach to your wealth is accomplished by addressing these five areas: Income, Taxes, Healthcare, Investments and Estate Planning. We take the time to learn about your individual situation, discussing your specific concerns and goals. To us, creating a strategy and plan customized for you and your family is just the beginning. Our Roanoke area team will continue to actively manage the peaks and valleys that can develop over time so you can enjoy your hard-earned retirement. Well guide you through ways to help maintain and preserve your wealth, and work with you to protect your legacy.



Products:
SEP Individual Retirement Accounts, Annuities, Index Funds, Mutual Funds, Investments, Individual Retirement Accounts, Derivatives, Short-Term Policies, Supplemental Insurance, Stock Loans, Securities, Stocks & Bonds

Services:
Financial Needs Analysis, Asset Management, Tax Planning, Retirement Planning, Estate Planning, Family Financial Planning, Equity Investments, Financial Management, Fee-Based Financial Planning, Tax Advisors, Investment Planning, Financial Education Workshops, Inheritance Planning, Investment Research, Investment Advisory Service, Financial Consultants, Stock Investments, Insurance Premiums, Financial Advisors, Competitive Analysis, Asset & Portfolio Management, Financial Assistants, Investment Advisors, Elder Care Planning, High Risk Insurance, Financial Planning, IRA Rollovers, Holding Companies, Investment Banking, Market Analysis, Mutual Fund Management, Charitable Giving, Roth IRA, Income Tax

Languages:
English