Page 4 - Lifestyles in Palm Beach Gardens - November '19
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Page 4, Lifestyles in Palm Beach Gardens

      11th Annual Bluewater Babes from page 3























      ‘Fish For The Cure’ Part 1                           There was an Oct. 2 Captains party, an
                                                         Oct. 4 pre-party with Tito’s Handmade Vodka
      Report and Photos by                               Cocktail Contest, an Oct. 5 weigh-in and a
      Penny Sheltz                                       dinner and awards party.
        T he   11t h  Annua l                              The  director  of  Bluewater  Babes
      Bluewater Babes “Fish for                          Charitable Trust, Jennifer McGrath said,
      a Cure” is Florida’s largest,                      “The weekend tournament supports local
      most  fun  and  most  talked                       women who need financial support while on
      about female angler fishing                        their cancer journey. Since 2009, donations
      tournament!                                        of $650,000 have gone directly to women
        This great fun event at                          with breast or ovarian cancer who are facing
      Rybovich  North  Marina                            overwhelming financial hardships because
      benefited local breast and                         of their illnesses. No woman should have to
      ovarian cancer patients in                         choose between paying her rent or getting a
      need. Sponsors and businesses                      treatment to save her life.”
      donated many raffle prize baskets and silent auction items.
                                                         11th Annual Bluewater Babes on page 5

                                                              Asset Advisory Services – Forty Years


                                                                of Designing Personalized Financial

                                                                Solutions with Insight and Integrity



                                                             We know how incredibly personal it is to plan for a     Managing your Wealth in Alignment with
                                                           lifetime of secure financial fulfillment. It is the very basis that   your Life - Our 5-Step Approach:
                                                           we at Asset Advisory Services promise to draw from when   Discovery – Assessment – Evaluation –
                                                           crafting a unique approach, tailored to fit your individual   Implementation – Adaption
                                                           financial goals - planned to suit what is most important to    Our  top  goal  is  to  exceed expectations  with  care.
                                                           you. We are celebrating our fourth decade of providing the  One way we accomplish this is by offering educational
                                                           highest level of care to our clients.          workshops to expand your knowledge and illuminate our
                                                                                                ®
                                                                                           ®
                                                             Our Founder, Curtis S. Francisco, CFP , AIF  built the  wide array of services to you. At Asset Advisory Services,
                                                           firm from a strong work ethic and personalized touch to help  we lend our expertise in helping you manage the many
                                                           people make their very best investment choices. His son Joe  and complicated factors that contribute to a stable and
                                                           has worked alongside him in the firm for the past 6 years.  sustainable Financial Home.
                                                           Our staff consists of seasoned professionals with over 20    Our clients count on us to review market trends and
                                                           years of combined experience.                  current events, monitor and advise them on cash flow and
                                                             Our advisors at AAS take the time to get to know you and  performance, and to keep their portfolios on track to the
                                                           your family and take pride in the practice of “relationship  highest consistent level of performance possible. Throughout
                                                           investing.” Realizing that your needs and experiences will  the year we review current tax returns, and advise on
                                                           shift over the years as you flow with your loved ones from  strategies to secure better deductions, to minimize your tax
                                                           Accumulating your Wealth to De-cumulating your Wealth,  liability in conjunction with saving for your retirement.
                                                           our intention is to invest in you as a partner in your process.    When questions  about your  investments,  your tax
                                                           Our goal is to help you pursue your short and long-term  planning, your complex estate concerns, your retirement,
                                                           dreams, no matter your stage in life.          planning and maintaining proper levels of your insurance
                                                                                                          arise, think of Asset Advisory Services – we are here to keep
                                                             “Our approach gives us a unique              you on the path to Financial Freedom.
                                                           perspective that allows us to create
                                                           the right plan for you and your
                                                           investments. We can help you get
                                                           where you want to go safely, while
                                                           managing the risks that can impede
                                                           your progress.”
                                                               - Curtis S. Francisco, CFP ,
                                                                                    ®
                                                             AIF , Founder, President, Asset
                                                                ®
                                                                        Advisory Services
                                                                                                          The team that has the knowledge and credentials to deliver
                                                                  We host educational workshops and       everything you need to plan for your future. Left to right
                                                              appreciation events that keep our clients at the   - Andrew J. Francisco, M.Ed., Associate Advisor; Joseph
                                                                                                                         ®
                                                              center of the personalized care we deliver with   C. Francisco, AIF , Vice President; Curtis S. Francisco,
                                                                                                                   ®
                                                                                                              ®
                                                                                                                                                  ®
                                                                      consistency and dedication.         CFP , AIF , President; Lori M. Colclasure, CFP , CPA,
                                                             The experienced team at Asset Advisory Services brings   RICP, CDFA, Wealth Advisor  Photo credit: Scott Steger
                                                           strength of a unified team approach. Our “big-picture”
                                                           mindset to financial wholeness keeps us focused on actively   We look forward to hearing from you at: 561.747.9550
                                                           retaining “financial staying-power” vs. passively pursuing   To schedule your Complimentary Financial Review
                                                           simple “financial management.” This care is what clients have   Asset Advisory Services, Inc.
                                                           come to count on from us throughout the years. Our system      Three Palms Center
                                                           of review meetings and meaningful updates helps us keep a   2141 Alt A1A South Suite 310
                                                           pulse on what is happening in your life, and assist you with   Jupiter, Florida 33477
                                                           mapping out new strategies as you navigate each stage of life.  To learn more about what we can do for you,
                                                             Is the financial planning process new to you, or are you   please visit us at: www.AssetAdvisoryServices.com
                                                           simply in need of a second opinion? We are happy to help.
                                                           We take pride in being the premier colleague in your big-  Securities and Advisory Services Offered through Commonwealth Financial
                                                                                                                   ®
                                                                                                               Network  Member FINRA/SIPC, a Registered Investment Adviser.
                                                           picture financial success plan!                 Fixed Insurance products and services offered through CES Insurance Agency
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