MBA, EA, ChFC®, CRPC®, CMFC®, CASL®, CLU®, CTP®, CBM®

Samuel N. Asare has spent over 20 years in financial services. His practice is built on a strong commitment to integrity and focuses exclusively on empirically tested Nobel Prize winning investing science.

A published author of several books and special reports covering a wide range of subjects from Social Security to retirement income planning and mortgages, Samuel holds an MBA and a myriad of certifications spanning investment, tax, insurance, and business fields: Chartered Financial Consultant (ChFC), Enrolled Agent (EA), Chartered Retirement Planning Counselor (CRPC), Chartered Mutual Fund Counselor (CMFC), Chartered Advisor for Senior Living (CASL), Chartered Life Underwriter (CLU), Certified Treasury Professional (CTP), and Certified Business Manager (CBM).

Samuel believes that investing should enhance one’s life and should never be confusing or nerve racking. He spends time to listen closely to gain a thorough insight into every client’s desires and ensures that they receive reliable, straightforward guidance to help them achieve the best possible outcomes.

When he’s away from work Samuel is an avid road cyclist and a devout father who enjoys spending time with his daughter Amy and son Samuel II

Schedule Your Consultation

Schedule your Consultation.

Experience our solutions