ASSURE Financial Services

Description

ASSURE Financial Services is an independent and privately-owned firm headquartered in Austin, Texas. Our mission is to provide unbiased fiduciary and investment advice to company-sponsored retirement plans and to individuals. We serve a diverse clientele, ranging from corporations to small business owners and professional practices, from young professionals to those in retirement.

As part of our commitment to full fee transparency, we provide a Retirement Plan Servicing Agreement to all clients. Not only does this document disclose exactly how we are compensated on each plan, it also outlines the full range of services we provide.

ASSURE Financial Services serves as an investment advisor to individuals, businesses, trusts, 401(k) and all other types of retirement plans. We provide plan sponsors guidance and support to assist in the management of their retirement plans: vendor reviews/searches, cost identification and reduction, establishing and documenting prudent fiduciary processes, crafting appropriate plan structures to meet business goals, and providing sound investment guidance to the employer and employees alike. Our comprehensive analysis of investment offerings helps ensure ongoing excellence.

ASSURE Financial Services is focused on you—the Plan Sponsor—your retirement plan needs and those of your employees. We provide expertise and support to you in all aspects of retirement plan management. We invite you to learn more about us, but our goal is to identify your needs and objectives so we can help you craft a successful plan to pursue them.

For our individual Wealth Management clients, our mission is to provide quality investment strategies customized to your needs. Led by a code of strong ethical standards, we believe in “treating our clients as we would like to be treated.” We take pride in being a dependable partner, consultant, and source of knowledgeable support.

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