Asset Financial Services

Welcome to Asset Financial Services

Your Trusted Friends in Finance

We Are Devoted To Our Clients

Our business is built on a foundation of thoughtful client relationships. Brenda Bagonis-Cooke and Tony Bagonis are your dedicated team, here to help you meet your financial needs and achieve your financial goals, with ease and confidence.

Our Company

START YOUR OWN PATH - YOUNG PROFESSIONALS

The Greatest Asset for young professionals to invest in is time. The earlier you start investing gives your money more time to earn compound interest, and in time, you will be better off than starting late. Young professionals know that they are building the foundation for the rest of their life, and a significant part of future success is having a solid financial plan. Start your Personalized Path today.

MANAGE YOUR PATH

Life's journey has many twists and bends...sometimes a fork in the road. Financial needs change, and Asset Financial Services will be there through every turn, to assist you in making sound and responsible financial decisions to assist you on your path to and through retirement.

Retirement Comfort

Planning for retirement is important. Asset Financial Services will assist you in preparation for retirement, whether you are a young professional or about to retire. Knowledge is key to understand your retirement budget and how to make your money last.

HOW WE WORK

We EDUCATE

Educating our clients is a key practice in our firm. We believe knowledgeable clients help themselves by making great decisions and sticking to a solid plan.

We ENGAGE

Consistent engagement with our clients keeps us informed as of all their changing needs, current circumstances, and other aspects and events in life that may change the financial goals originally set forth. Engagement with our clients keeps trust in them that we are looking out for them, and keeps us knowledgeable about what they want from us.

We EMPOWER

Your confidence in yourself as an investor and your belief in what you are doing is crucial to your financial plan. We will take the time and answer any questions, as well as engage you in the plan to make sure you feel resolute in all actions of your investments and planning.

INDIVIDUAL INVESTMENT AND RETIREMENT ACCOUNTS

Investing and Saving is important for everyone. If you do not have an employer sponsored plan, or if you're simply looking for a way to invest on your own, we offer IRA, Roth IRA, Annuity, or individual brokerage accounts, JTWROS, and many more products and vehicles for investing and saving.

FINANCIAL PLANNING

We build a full financial plan for our clients. We know that life changes, and as these changes happen, we update your plan to make sure you are always on the correct financial path.

BEGINNER INVESTORS

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

GENERATIONAL PLANNING

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

529 AND EDUCATION SAVINGS PLANS

Education is the greatest gift you can give to your child, grandchildren or others. We offer a range of tax sheltered education accounts, such as 529's and Coverdell, as well as many other options for tax sheltered investing and strategies to help pay for education.

401(K) AND EMPLOYER SPONSORED PLANS

Our firm is dedicated to maintain high quality retirement plans that will make your employees happy. We complete yearly analysis to maintain the lowest costs possible, including working with low cost, third party administrators. We annually analyze available investments, to maintain highly rated and well diversified options for employers and their employees. Advisory services to individual employees are also available. Complimentary analysis of current plan with no obligation currently offered.

SPECIAL NEEDS PLANNING

Financial Planning can be intimidating, especially when you worry about special needs children maintaining a quality of life and a standard of living, whether they are moving to independent living, or if you are planning for that time when you are not able to be there for them. We work with attorneys and specialists to give you peace in planning, and confidence that your special needs family members will maintain a quality of life.