AIS Financial was founded in 1998 with the goal of providing our clients with the information and guidance necessary to make sound ﬁnancial decisions. We are a full service Wealth Planning and Investment Management ﬁrm offering access to a wide variety of products and solutions to help our clients work towards achieving their financial goals & dreams.
At AIS Financial, we adhere to solid Business and Christian values:
It is our mission to build lasting and meaningful client relationships, help clients navigate through financial realities to bring them closer to achieving their financial dreams, and ease the fear of financial loss. To accomplish this, we establish a process for communication, guide clients through the stages of financial planning, and seek to minimize risk in their portfolios.
It has been said that some people spend more time planning their vacation than they do planning for their future. We recognize that personal financial planning is an important process that involves discovering goals and developing a strategy to help you pursue those goals. Let us help you reach your financial destination. It would be our honor to work with you.