Financial

From Health to Wealth: The mission of ASB Financial is to leave our clients' homes better off than we found them. In order to achieve this and to successfully pursue our mission, we choose to work with highly trained, professional, and ethical associates and companies.

For many Floridians, health insurance costs and financial security can be overwhelming, especially for those approaching 65, the magical Medicare age. ASB Financial is focused on helping you preserve your freedom of choice. Lindsey is a licensed Florida life insurance and health insurance agent representing >170 companies just in Florida. ASB Financial is proud to be in partnership with Integrity Marketing Group. Through our shared principles, we offer superior products and support to our clients.

Our Services & Solutions:

 Medical Bills: selecting the correct Medicare and Drug Plans; Wrap-Around plans can protect you from unforeseen copays and deductibles

 Independence: Post-hospital care is becoming increasingly important because hospitals are sending patients home quicker & sicker = recovery can cost thousands per month

Legacy: planning for the unexpected is important so your loved ones are protected; we can help you replace a lost social security income, pay for college, and bypass probate and estate taxes; Life insurance policies do get outdated so we can have your reviewed at no cost to you

Out Living Your Money: you've worked hard for your nest egg, let us show you Safe-Money options to help you achieve your retirement goals = Income you Can Not outlive.

ASB Financial in conjunction with Lindsey White, developed the concept of an Estate Concierge (which is now exclusive to ASB Financial). There are 4 main areas that your Estate Concierge focuses on: Insurance, Legal, Assets, Taxes. Our attorney designed a package specifically to fill the gaps that exist in the majority of Florida households.

Estate documents are generally designed to intimidate and create confusion, and are quite costly! Our approach allows our attorney to beat market pricing by 50-65%! We believe estate protection should not be a privilege reserved for "Wealthy America." Everyone has the right to preserve their legacy without undue financial burden. During your Estate Concierge experience, you are allowed to book a complimentary consultation with our in-house counsel.

If your CPA, Insurance Agent, Financial Advisor and Attorney aren't on a conference call together or sitting around a table together, how do you know that the recommendations each of them make are 100% in your best interest? It is near impossible to figure that out, and in the end, most people are left more confused and/or they are spending money in places that aren't beneficial. We want to make sure you and your family are protected from health to wealth, and that YOU control the design of your retirement plan.

Contact Lindsey at LWhite@ASBfinancial.com or 813-344-7896 for your Estate Concierge experience.

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