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Power through Partnership

advisor assisting clients

As true partners, our advisors are focused on addressing the unique needs of your plan.

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Annual Contribution Limits

Looking to help your employees work toward a secure retirement?  Want to plan for your own future? The IRS reviews annual contribution limits each year.  Be sure to know your limits.

Our guide can help you narrow the focus and zero in on a retirement plan that could work for you.

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Plan for the Future

How much income will you need in retirement? How much should you contribute to your company's retirement plan? Do you know how much life insurance you need?

Our financial calculators can help you develop savings and retirement goals.

Justin Callaham
President

"Empowering advisors to meet client needs drives AssuredPartners Investment Advsiors."

We are dedicated to providing advisors with the tools necessary to meet their clients needs - from asset management, to fiduciary governance and plan design optimization, to financial wellness . Partnering with our advisors to deliver those tools to their clients is the heartbeat of what we do.


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2024 Bitcoin
New Bitcoin ETFs Recently Hit the Market — Are They Worth Buying?
Wealth Management07/17/2024

The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...

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Tax Planning for Annuities
Personal Planning07/10/2024

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

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Forecasts: Reasonable, Methodical, and Wrong
Wealth Management07/10/2024

Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be...

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