Taxes

• Tax Planning
• Charitable Giving
• Estate Taxes
• Roth IRA
• Tax Deductions
• Income Tax
  We can help to make sense of your tax situation. We'll take a close look at your current situation and develop strategies to minimize your liability. Whether you're concerned about income taxes, capital gain taxes, or estate taxes, we can help you find ways to reduce what you owe. We pride ourselves on staying up to date on the latest tax laws, so you can be confident that you're taking advantage of every opportunity to minimize your tax burden.

Investment

• Investment Management
  With three decades of experience in wealth management and retirement income planning, Ayers Financial Services has witnessed the market's ups and downs, providing us with a wealth of knowledge and a consistent approach to personalized planning, portfolio management, and investment advisory services. Contact one of our Financial Advisors today to discuss your retirement plan or visit our Retirement Planning Page for answers to Frequently Asked Questions.
• Wealth Management
  Receive your customized Wealth management and Retirement Roadmap to help you reach your goals so that you can be ready when retirement nears.

Accounting

• Accounting Services

Planning

• Financial Planning
  Thorough and collaborative financial planning, helps you to maximize what you can leave behind for your loved ones. We’ll help create a comprehensive plan for your wealth that will consider your long-term needs.
• Retirement Planning
  Whether you’re already retired, about to retire, or trying to determine if you can retire, now is the time to put together a retirement plan with a financial strategy that works for you and your family. The Ayers Financial Services team in Roanoke, Virginia believes the key to successful retirement planning starts with developing a plan that is based on your current financial situation, however, it should also include your financial goals in the future. We provide comprehensive retirement planning to help grow and help protect your life savings to allow for a future with the enjoyment you deserve.
• Annuities
  Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
• Long Term Care