Aschberger Financial Services

CONNECT

Address:

10018 Whitnall Edge Drive, Suite E
Franklin, WI 53132

Phone:

(414) 235-4088

Fax/Other:

(414) 755-7523

Our Services and Products

Aschberger Financial Services through Voya Financial Advisors provides an array of financial analysis, alternatives, and solutions including:

SERVICES:

INVESTMENT ANALYSIS

  • Identify capital, contribution, and return requirements to meet objectives
  • Building cash reserves
  • Information on alternatives - pros/cons
  • Asset allocation:  attempting to reduce risk, attempting to enhance rate of return by balancing assets

RISK MANAGMENT PLANNING

  • Helping clients with game plan for disability, illness or premature death
  • Reviewing current insurance

RETIREMENT PLANNING

  • Dealing with lump sum distributions
  • Projecting early or late retirement
  • Income generating strategies
  • Minimizing tax liabilities

ESTATE PLANNING

  • Protecting priviacy
  • Preserving family wealth
  • Charitable giving

PRODUCTS:

INVESTMENT PRODUCTS

  • Money markets
  • Treasury bills, notes, and bonds
  • Stocks
  • Bonds (taxable and tax free)
  • Real Estate Investment Trusts (REITs)
  • Annuities (fixed and variable)
  • IRAs, SEPs
  • College saving strategies

INSURANCE PRODUCTS

  • Individual and group life (term, fixed/variable, universal)
  • Disability
  • Medicare Supplemental