Business Details
Your Trusted Partner for Retirement & Investment Solutions
Jerry K. Ask Investment Services specializes in retirement income planning, crafting individualized strategies to help clients navigate economic challenges while protecting their assets. With over 105 years of combined experience, our team prioritizes client needs through proactive portfolio management and candid guidance. We partner with Raymond James to deliver industry-leading resources and client-focused service, ensuring personalized strategies that align with your financial goals.Our approach emphasizes long-term stability, tax-efficient solutions, and continuous plan adjustments to reflect evolving life circumstances. Recognized by Forbes and Barron's for excellence, we remain committed to transparency, integrity, and empowering clients to achieve their envisioned retirement.
Services
Retirement Income Planning
Investment Management
Tax-Efficient Strategies
Business Financial Services
Cash Management Solutions
Highlights and features
- We offer 105+ years of combined experience in retirement income planning
- Our partnership with Raymond James provides access to premier financial resources
- Personalized strategies tailored to individual risk tolerance and life goals
- Recognized by Forbes and Barron's for industry excellence
- Continuous portfolio management and plan adjustments for evolving needs
What people say
Expert retirement planning
Personalized strategies
Award-winning advisors
Strong client focus
Long-term partnerships
Services
Retirement Income Planning
We create customized retirement income plans that consider longevity, healthcare costs, and inflation. Our strategies focus on tax-efficient withdrawals, Social Security optimization, and sustainable income streams. By continuously monitoring market conditions and personal circumstances, we help maintain financial stability throughout retirement.
Investment Management
Our investment approach combines institutional-grade strategies with personalized risk management. We construct diversified portfolios using municipal bonds, IRAs, and variable annuities while emphasizing asset allocation and tax implications. Regular reviews ensure alignment with evolving financial goals and market conditions.
Tax-Efficient Strategies
We implement year-round tax planning to minimize liabilities through strategic use of retirement accounts and tax-advantaged investments. Our approach includes Roth IRA conversions, tax-loss harvesting, and coordination with legal/tax professionals to optimize after-tax returns.
Business Financial Services
We provide business owners with retirement plans, executive compensation strategies, and cash management solutions. Services include owner-only 401(k) planning, deferred compensation programs, and donor-advised funds to help businesses attract talent and optimize financial operations.
Cash Management Solutions
Our cash management offers FDIC-insured deposit programs, securities-based lending, and margin accounts. These solutions provide liquidity while maintaining investment flexibility. We help clients balance immediate needs with long-term financial objectives through Raymond James Bank partnerships.
People
Jerry K. Ask
Certified Financial Planner
With over 30 years of experience, Jerry K. Ask is a Forbes Best-In-State Wealth Advisor and Barron's Top 1,200 Financial Advisor. He specializes in retirement income planning and has helped clients navigate complex financial landscapes since founding the practice.
Christine Ferring
Vice President Accredited Asset Management Specialist
Christine brings specialized expertise in asset management, focusing on creating diversified investment strategies that align with client risk profiles and long-term financial goals.
Derek Schroder
Financial Advisor
Derek Schroder offers comprehensive financial planning services, emphasizing tax-efficient strategies and retirement income solutions tailored to individual client circumstances.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement income planning including Social Security optimization, tax-efficient withdrawals, and sustainable income strategies tailored to individual needs.
How do you approach investment management?
We use diversified portfolios with municipal bonds, IRAs, and variable annuities while emphasizing risk management and tax implications for long-term growth.
Are you affiliated with Raymond James?
Yes, we're independent advisors partnered with Raymond James for institutional resources while maintaining personalized client service.
What business financial services are available?
We offer retirement plans, executive compensation strategies, and cash management solutions for business owners and corporate clients.
How do you handle tax-efficient planning?
Our strategies include tax-loss harvesting, Roth conversions, and coordinated planning with legal/tax professionals to minimize liabilities.
What recognition has the firm received?
Jerry Ask has been named Forbes Best-In-State Wealth Advisor and featured in Barron's Top 1,200 Financial Advisors list.
