Plan for your Future
Asset Positioning Services
Asset Positioning Services is a comprehensive financial services firm that helps soon-to-be-retired and retired residents effectively plan for and prepare for life's greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we've had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
It's Time To Get On Track
Our Path To Retirement
We follow a five-step process to create your financial plan. The wonderful benefit of our five-step process is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs, no matter the stage of life you are in, to help provide a custom-tailored solution that we continue to monitor and adjust until the end of time.
Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
In-force Annuity Reviews
Planning for the future means more than just growing your wealth—it means ensuring that your assets are passed on according to your wishes. Our annuity review service helps you evaluate and optimize your current annuities to ensure they align with your long-term goals and provide the most efficient legacy for your loved ones and chosen charities.
Discover How to Protect What You've Built and Leave a Lasting Legacy
Life Insurance Reviews
Life changes—and so should your life insurance. Whether you've experienced a major milestone or simply haven't reviewed your policy in years, it's essential to ensure your coverage still meets your needs and protects the people and causes you care about most. Our life insurance review service helps you assess, update, and align your policy with your current goals and legacy plans.
Make Sure Your Life Insurance Does What It's Meant To—Take Care of Those You Love
Investment and Risk Analysis Review
Markets change, and so do your financial goals. Our investment and risk management review helps ensure your portfolio is properly diversified, aligned with your risk tolerance, and structured to support your long-term objectives. We evaluate your current investments to identify opportunities, minimize unnecessary risks, and ensure your strategy remains on track to build and protect your wealth.
Stay Confident in Your Financial Plan—Review, Adjust, and Move Forward with Clarity
Retirement Income Planning
We'll plan and help create strong and predictable income, which is the foundation of a comfortable lifestyle.
Medicare and Health Insurance Reviews
The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We'll plan for and address these costs.
"My mission is to help you with the safest and highest possible yield with financial products that follow your true purpose for money. Family tree asset positioning is the easiest, most convenient, fastest, and most affordable way for you to establish your financial and estate planning goals."
–Randall Baxter
Retirement Resources
Download Our Complimentary Guide
Legacy and Estate Planning
Understanding The Basics
A strong retirement plan doesn't end with you. It extends to the people and causes you care about most. This guide covers the essentials of estate and legacy planning, from wills and trusts to beneficiary designations and tax-smart giving. With the right plan in place, you can protect your wishes and leave a lasting impact.