advisor assisting clients

Power through Partnership

advisor assisting clients

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

Hands pointing at graphs on desk

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.

Calculator

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.


Learn More About Us
Aging Alone help at computer
Aging Alone Can Work If You Have a Support Plan
Financial Wellness10/09/2024

America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...

Insights Block
October Insights: The Boy Who Cried Wolf
Perspectives10/08/2024

The Boy Who Cried Wolf You've heard this one before: A village picks a boy to watch over the sheep. The boy is supposed to yell “Wolf!” if a wolf comes around and the townspeople will come running to...

Woman with hands up
How Your Personality Can Affect Your Investment Performance
Personal Planning10/02/2024

There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to...

See All News

Find an Advisor

One of our professionals is ready to help you.