401(K) Plan Evolution

For Businesses
We are enhancing 401k plan options across the country with the focus of reducing fiduciary liability, administration and expenses while enhancing 401k benefits & services.

Personal Investment Management

For Individuals
Volatile fluctuations in the stock market are commonplace. Thankfully, investment management products have changed with innovations to limit your downside risk.



Associates Financial Group is a national financial services firm with a focus on the 401k & financial needs of businesses and individual investors.  We strive to bring our business and individual clients products and strategies to enhance their 401k benefits and financial goals.

Located throughout the country, our experienced representatives are positioned to help you accomplish the financial goals of your business and personal investing.

Call Us Toll Free 1-888-543-7395

401(k) Plan Evolution

Get a cutting-edge retirement solution for your business from an organization that understands 401(k)s.

  • Our Benchmark and Analysis of your 401k plan will review and contrast fees/expenses, fund performance, administration, structure, service and fiduciary liability.
“There is not a cost or obligation for us to Benchmark your 401(k) plan and requires literally minutes of your time. The information will be educational for you.”

Individual Investors: Invest Properly For Your Risk Tolerance

  • Make sure your investment representative understands your risk tolerance and goals and is giving you solutions.
“The world has become a complicated place and volatile fluctuations in the stock market are commonplace. Thankfully, investment products have evolved to limit your downside investment risk.”

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* Securities and Advisory Services offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Associates Financial Group, Inc and Client One Securities, LLC are not affiliated.