ASSET ADVISORY GROUP, INC. IS A STATE OF FLORIDA REGISTERED AND LICENSED INVESTMENT ADVISORY FIRM.
- Independent Asset Management & Oversight
- Financial & Retirement Planning
- Pension Asset Advisory
Investing for your future
ASSET ADVISORY GROUP, INC. IS A STATE OF FLORIDA REGISTERED AND LICENSED INVESTMENT ADVISORY FIRM.
BJ Sheffield & Eugene P. “Skip” Walker, Jr. have more than 60 cumulative years of securities industry experience. Asset Advisory Group, Inc. offers reasonable fee based investment advisory services.
Belinda J. Sheffield, “B.J.”
Eugene P. “Skip” Walker, Jr.
Investment Processes
The Focus of this firm is to provide our clients with independent and objective financial guidance based upon the client’s conceptual needs and goals. These types of clients include corporate retirement and pension plans, personal and rollover IRA’s, estate and grantor living trusts, and individual portfolios.
Conference & Discovery
Selection of Resources
Implementation
Schedule of Fees
Our Clients
The average Asset Advisory Group, Inc. client has over a million dollar net worth.
Clients may have single accounts or may include combinations of:
Qualified Retirement Plans:
Execution of Stock Options
*** We provide asset advisory for self-directed 401k employee participant accounts.
***We process the consolidation of several IRA sources