Reaching your short-term and long-term financial objectives begins with the right plan – one that fits your unique circumstances and grows with you. Planning your financial future can be a dauting task. That’s where Aschberger Financial Services comes in to help create a long-term strategy.
Whether your concern is how you will be taxed on your investments or not having enough money to last throughout your retirement, we can help you.
If you have never created a plan, or if your current plan is out of date, please contact us. We would be honored to help you.
Michael Aschberger is passionate in his belief that everyone deserves to enjoy a comfortable and dignified retirement. He takes an active advisor role with his clients by providing education, personal consultations and customized strategies. Michael utilizes a comprehensive and holistic approach to help his clients identify, prioritize and work towards achieving their financial goals. Michael's greatest strength is his commitment to assisting his clients with growing and preserving their hard earned assets.
Michael received his Bachelor of Science in Mechanical Engineering from Bradley University. During his travels as a Project Engineer, both domestically and internationally, he learned the importance of financial planning.
Michael is an Investment Advisor Representative of Royal Alliance Associates, Inc. and has his Series 7 and 63 securities licenses. He also holds Life, Health Disability insurance and Variable Annuity product licenses.
He is a constant student of the financial industry; always searching for better ways to aide his clients achieve their dignified retirement. He prides himself as a lifelong learner and continues to take part in conferences, continuing education and technology programs to maintain a leading intellectual competitive advantage. Michael has earned the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Accredited Investment Fiduciary (AIF) designations.
At Aschberger Financial Services, we use a disciplined, unbiased approach in helping you plan your financial future. We do not lead with products, but seek to uncover your goals and find the path that will help you achieve them.
Establish and define our relationship.
Gather your data, including your goals.
Analyze and evaluate your financial situation.
Develop and present our financial recommendations and/or alternatives for you.
Discuss, consider, and implement the financial planning recommendations, if you decide to do so.
Meet with you on a periodic basis to review your financial status and determine if your financial goals have changed.
Michael Aschberger provides an array of services. His service philosophy is to assist you in assessing; analyzing and addressing the specific needs of your corporate retirement plan to maximize its value to your organization.
Our services are available in both a fee-for-service format and a total retirement plan service format.
We can assist in coordinating all aspects of your new retirement plan’s conversion and installation. We continue to help you maximize the effectiveness of your retirement plan on an ongoing basis. We monitor your satisfaction with the plan regularly and adjust as necessary.
We focus on the critical areas of investments, fiduciary responsibilities and employee education.
Michael Aschberger provides an array of financial analysis, alternatives, and strategies including:
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