Assured Equity is a family-owned, Denver-based financial services firm founded in 1989. We are dedicated to guiding other family-owned and closely held companies toward multi-generational financial independence. In other words, we understand the privately held business and the families that run them. We know how much work it takes to be successful and we understand your often complex problems dealing with taxes, executive benefits, estate planning, and business transitioning. In our family-owned company, we have dealt with many of these issues ourselves. While we are headquartered in Denver, CO, the companies and clients we work with are located across the country.
Passing the Baton
BUSINESS TRANSITION PLANNING
When you own your own business, there is much more to retirement than packing up your office. Do you pass the business on to someone in the family? Do you transition or sell it to one or more key employees? Or do you sell it to someone on the outside? Our focus is to work with you to develop a customized strategy that meets your unique business and family needs in transitioning the business.
Benefits Packaging
RETIREMENT & EXECUTIVE BENEFITS
Business Tunnel Vision
Running a business requires significant time, energy, and focus. We help you uncover your financial, estate, and charitable goals. We develop a strategy that incorporates your business and helps you execute on that plan on an ongoing basis. Coordinating your business and personal planning goals allows you to keep your focus where it is most needed.
Holistic Planning
There are times when business owners must focus their attention on one component of their planning. Other times, business owners decide a more comprehensive approach to their planning is needed. Focusing on the whole picture allows your impact to flow to all facets of your and your family’s lives. By facilitating an integrated planning process, we help you realize the legacy you envision for your business & family.
Who We Serve
While Assured Equity can assist with many aspects of building a financially independent future, we focus our efforts on working with family-owned and closely held companies. Almost all of our clients started and built their businesses or took over the reins of a family business. They work in the trenches every day to make certain that their hard work culminates in success.
You Are Either
Growing or Dying
Every business encounters these stages at different times and under different circumstances. Our goal is to help you through these stages so you can leave the business legacy you want.
As a business owner, you have invested countless hours and dollars to make your company grow and thrive. Maybe you started from scratch or took over a business started by your family. Regardless of how you got to where you are now, you earned your success.
We want to help you continue to succeed.
As an individual, you have carefully and strategically built your career and professional status. We can help you ensure that you reap the rewards of your years of work making sure that your various benefits are coordinated, organized, and designed to maximize the benefit for you and your family.
1800 Glenarm Pl, #900
Denver, CO 80202
Phone: 303-892-5701
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. AEM Partners, LLC dba Assured Equity is independently owned and operated. AEM Partners, LLC dba Assured Equity is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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