Holistic Retirement Planning
Asset Management Services, Inc. (AMS) provides full service retirement planning solutions, coordinating all facets of the financial planning process to include wealth management and legacy planning to families and business owners. We help individuals and business owners effectively manage their wealth, maintain their lifestyle during retirement, and leave a lasting legacy for their family and community.
We are an independent, fee-only financial advisory firm serving clients in Maryland, New York, New Jersey, South Carolina, and beyond. We assist our clients through planning and disciplined investing as they seek to achieve their financial goals. We will work with you to align your finances to serve your life goals, resulting in peace of mind for you and your family.
- We take a holistic approach to our planning process. We consider all aspects of our clients lifestyle, wants, needs, and goals. We even consider investments our clients have with other institutions. The more holistic view we have, the better advice we can provide.
- AMS also uses multiple software programs as we attempt to ensure we are providing the best advice to our clients. More information about some of the programs can be found under Strategic Alliances.
- Most experts say to only withdrawal 3-3.5% from your managed account per year. We are able to provide, on average, 5-6% per year with much lower risk than a managed account. Please see the article under the Active vs. Passive Management section for additional support.
- AMS attempts to provide more income for retirement than other retirees not utilizing our planning and expertise.