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David Asher, CPA, PFS

Our Services

We provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies.  We help clients find growth opportunities while preserving capital and reducing taxes*. Both our individual and business clients benefit from the depth of our knowledge and experience in the areas of:


For individuals:

  • Wealth accumulation techniques
  • Estate planning and wealth transfer strategies
  • Retirement planning strategies
  • Retirement distribution strategies
  • Investment management
  • Insurance planning
  • Eldercare planning
  • Educational funding strategies
  • Tax preparation and planning

For business owners:

  • Employee health and life plans
  • Profit sharing, pension and 401(k) plans
  • Business valuation and succession 
  • Exit strategy planning
  • Tax preparation and planning
  • Accounting and bookkeeping services

A powerful alliance:

We are a member firm of the Fusion Advisor Network, a powerful national network of some of the most prestigious firms in the financial services field.  As a member we have the ability to share planning techniques and strategies with some of the most knowledgeable individuals in financial planning. 



*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.



 
 
 

CPA License Number: 613

Securities and Investment Advisory Services offered through Kestra Advisor Services, (Kestra AS), member FINRA/SIPC. Asher Financial Services is a member of Fusion Advisor Network, a platform of Kestra AS.  Asher Financial Services and Kestra AS are not affiliated. Kestra AS does not offer tax or legal advice and is not a Certified Public Accounting Firm.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra AS Compliance Department at 512-697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.