Services Provided

Thank you for visiting Amherst Financial Services, Inc.

When developing a customized financial strategy, we will walk you through a step-by-step process that is designed to make you feel confident and comfortable with your decisions.  Once your goals have been established, appropriate strategies are customized to fit your vision and objectives.

We can help you execute a  financial program incorporating the following:

  • Tax reduction strategies
  • Investment management
  • Retirement planning
  • Estate planning and preservation
  • Asset preservation

Although we primarily focus on retirement planning issues such as retirement account accumulation strategies, IRA distribution questions and issues like how to best keep the IRS out of your IRA, we have experienced financial advisors to assist in the areas of::

· Financial Planning               · Estate planning                      · Retirement planning        
· Retirement plans                 · SEP plans                             · 401 (k) plans
· 403 (b) plans                      · Traditional IRA                     · Roth IRA  
· Tax Planning                       · Income Tax Preparation        · Money management

Investments:*                                                Insurance                                                                  · Annuities - variable                                         · Annuities - fixed 
· Mutual Funds                                                    · Life
· Treasury Bills and Notes                                 · Long Term Care  
· Stocks and Bonds                                           · Disability Income
· Full Service Brokerage Accounts
· Government Securities  

*Through FSC Securities Corporation