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Power through Partnership

advisor assisting clients

As true partners, our advisors are focused on addressing the unique needs of your plan.

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Annual Contribution Limits

Looking to help your employees work toward a secure retirement?  Want to plan for your own future? The IRS reviews annual contribution limits each year.  Be sure to know your limits.

Our guide can help you narrow the focus and zero in on a retirement plan that could work for you.

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Plan for the Future

How much income will you need in retirement? How much should you contribute to your company's retirement plan? Do you know how much life insurance you need?

Our financial calculators can help you develop savings and retirement goals.

Justin Callaham
President

"Empowering advisors to meet client needs drives AssuredPartners Investment Advisors."

We are dedicated to providing advisors with the tools necessary to meet their clients needs - from asset management, to fiduciary governance and plan design optimization, to financial wellness . Partnering with our advisors to deliver those tools to their clients is the heartbeat of what we do.


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Brian D. Heckert, CLU, ChFC, AIF®, QPFC, and the FSM Wealth Team Join AssuredPartners Investment Advisors
2024 Acquisitions08/12/2024

Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...

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AssuredPartners Investment Advisors Welcomes Susan Sanchez, CPFA, ARPC, AIF®
2024 Acquisitions07/01/2024

Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of...

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Atlanta Firm, Iron Capital Advisors Joins AssuredPartners Investment Advisors
2024 Acquisitions06/10/2024

Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Iron Capital Advisors, Inc. Founded in 2003, Iron Capital is based in Atlanta and serves individuals...

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