Our Services 

Gordon and his staff will develop a personalized financial plan by guiding you through a step-by-step process to build your customized plan that will assist you in pursuing your specific goals and objectives. 

 

Once your plan is constructed, a strategy will be formulated to execute your financial plan utilizing the following products and services that may include, but may not be limited to: 

 
Retirement planning:

IRA: Traditional, ROTH, SEP, SIMPLE, 403B

401K Plans: Rollovers, Provider Changes, Start-Ups

 

Education Funding:

529 Plans and Coverdell Education Savings 

 

Investment and Wealth Management:

Wealth Building and Wealth Preservation 

 

Life Insurance Products:

Life Insurance and Long Term Care

Fixed and Variable Annuity Products

 

Estate Planning:

Estate Conservation Products

Estate Transfer Strategies

 

At Asahara Financial we understand that every person is unique and therefore requires an individually tailored financial plan. As an Independent Representative and Advisor we strive to match the right product from a wide range of available choices to meet our client's needs.
 
Gordon will provide assistance with wealth building, insurance, annuity, long term care and estate conservation products.