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Assurance Financial Partners



Retirement Income Planning

Ensuring you have enough cash on hand at

retirement is key. In many cases, we are able to

create a plan with guaranteed income at various

stages of your retirement, providing you

tremendous peace of mind.


Investment Planning with


When the future is closely tied to the stock

market, the results can be heartbreaking.

Investment planning that includes a balanced

portfolio—with products not directly

correlated to the market—can prove prudent

for many clients. Let's explore the options



Longevity Planning

People are living longer. Does your retirement

plan account for this? Longevity planning

protects you, your spouse and any family

caregivers while keeping your portfolio solid.


Elder Care

Elder care has long been a focus at Assurance

Financial Partners, and we've built a

best-in-class process. We know the questions to

ask and the situations you may encounter with

your aging parents. You may not have been

down this road before, but we have. And we're

happy to share what we've learned.


Retirement Plan Services

The complexities of retirement plans can

prove challenging for small- and medium-sized

companies. We focus on consistent investment

returns, compliance with fiduciary standards

and efficient fee structures so you can focus

on increasing employee participation and

improving retirement readiness.


Common Misconceptions: 


• "The only threat to my lifestyle is the fluctuation of the market"

 Paying for non-Medicare covered expenses in retirement is the #1 threat to your wealth.


• "I will not need long term care in my later years"

4 in 5 people will need to pay for some type of assistance.


• "The only way to protect myself against out of pocket care cost as I age is traditional long term care insurance" 

Other budget friendly, win-win and time proven alternatives are available.

Different ways to look at asset protection:

AFP believes on-going education is a critical component in being of real value to clients. Monthly we offer FREE classes on various topics including: Social Security, Gold & Silver and Long Term Care Alternatives and Unique Investing Alternatives. To find out more go to

Why have Longevity Planning?:

     Long term care for yourself or a loved one has become one of the biggest threats to an individual's wealth and lifestyle.  After working with 400+ Families, AFP has discovered effective and unique options that empower you to protect yourself against this threat without exposing yourself to a "use it or lose it" proposition.



Assurance Financial Partners

348 Cool Springs Blvd, Suite B, Franklin, TN 37067

Phone: 615.764.0016

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