Are you financially organized? If not, let us help you craft a financial plan and tax strategy that seeks to minimize risk and helps support your long-term goals.

Who We Are

  • We are an independent, fee based consulting & investment advisory firm.
     

  • We provide impartial investment and risk management services to both individuals and company-sponsored retirement plans.

What We Offer

Why Asset Strategy?

  • Fiduciary Professionalism

  • Institutional Resources

  • Comprehensive Expertise

  • Independent & Impartial

  • Service Oriented

  • Team Approach

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To view a copy of our Customer Relationship Summary (CRS), please Click Here

Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com. 

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