Welcome to Assured Equity Management Corporation
You are special and deserve unique and personal treatment, particularly in areas that are so important to you: family, future, and financial security.
Allow us to dedicate our time, skill and knowledge to help you find strategies to address your most important investment… tomorrow.
As a family-owned, headquartered in Denver financial and insurance services firm founded in 1989, we are dedicated to guiding other family-owned and private companies toward multigenerational financial independence. The Companies and clients we work with are located nationwide.
It takes hard work and dedication to be successful and involves often-complex problems dealing with taxes, executive and employee benefits, estate planning, and business transitions. In our family-owned company, we understand and have dealt with many of those issues ourselves.
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.
Estate planning strategies and fringe benefit planning can help you meet your goals for today and tomorrow. We analyze your situation and design appropriate strategies to help meet your individual needs. Our aim is to create a competitive and cost effective plan designed to enable you to realize your goals. We offer that same service when you return with a new goal or when you feel that the times warrant a change.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Assured Equity and AEM Partners, LLC are independently owned and operated. CA Insurance License #0D03737, 0H61051, 0M81092.
Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
The site is for information purposes and should no 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.