Broker Check


AIS Financial strives to maintain a high level of client service and gives personal attention to each and every client relationship. We are passionate about the work we do for our clients, and we understand that each client has a unique set of circumstances. In order to meet the needs of our clients, we remain accessible through multiple channels. In addition to email, phone, and face-to-face visits, we can host online meetings as well. Many of our clients reside hundreds of miles from our office; however, this does not discourage us from maintaining our high standards for client service. Our desktop sharing service allows us to have online meetings with our clients where we can conduct reviews and visit. If the client is using a computer that has a webcam installed, the online meeting can be transformed into a “face-to-face” meeting. This is a powerful technology that allows us to communicate with clients all over the country. We do not let distance hinder us from providing exceptional service and competent financial advice.

AIS Financial also offers an online financial planning software for our clients called Wealth Vision. In today’s society, we sometimes can find ourselves struggling with financial decision-making. Usually this is not because we do not have the ability to act for ourselves or make sound financial decisions on our own, but more often than not we are confused by what we have, what we owe, what we are saving, what we are paying, where everything is, etc. Wealth Vision aggregates all of your financial information which helps us answer those questions and more.
Key Benefits to Users of Wealth Vision:

  • Major Purchase Planning
  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Cash Flow Analysis
  • Debt Management
  • Business Planning
  • Estate Planning
  • A one-stop site to see all of your assets and track them over time

Click the Wealth Vision Logo below to watch a short video about the service.

For those on the social media fronts, you can find AIS Financial on Facebook and Twitter. We want to give personal attention to each of our clients so that they feel like part of a family and a community. Our Facebook page is an informal place where we can connect on a personal level. The pictures we post give you a glimpse of who we are as friends and family, not just financial service providers.


If you follow us on Twitter (@AISFinancial), you will receive tweets throughout the work day. Tweets are meant to be fun, positive, and motivating, but occasionally we will throw in a tweet or two to help you keep your financial goals in mind.