Executive Planning

Financial Planning and Protection for Executives

Safeguard your assets and your earning power with insurance and financial planning guidance from Associated Financial Group. We take a holistic view of your finances to develop a custom mix of executive-level products and services.

Private Banking

Our dedicated Private Banking team offers executive clients a higher level of personal service and integrated financial solutions.

Nonqualified Plans

Executives and highly compensated employees can augment retirement savings with specialized tax-favored plans.

Business Succession Planning

Prepare for a smooth leadership transition to maintain business success.

Personal Insurance & Planning

Protect against loss of income and help preserve assets for your heirs. See how life insurance, long-term care, and disability insurance can all play an important role in your wealth management and asset transfer strategy.

Business Insurance & Planning

Let our experts advise you on the insurance coverage that makes sense for your business and financial interests:

  • Key Person Insurance provides financial protection in case of the incapacity or death of a uniquely valuable employee.
  • Executive Compensation Plans reward key employees for staying with the business and are often funded through insurance.
  • Business Continuation Planning guides ownership transfer in case of retirement, disability or death, and often uses insurance to structure the solution.

Private Choice Insurance

Act now to protect your unique assets—a luxury home, high-end vehicle, vacation property, watercraft, special collections. And guard your monetary assets against lawsuits and settlements. Associated Financial Group gives you access to coverage from two respected providers: Chubb Personal Insurance, and Fireman’s Fund.

Non-Deposit Investment Product Disclosures

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