| Company: | Ashton Thomas Private Wealth, LLC |
| Contact: | Justin B. Limmer |
| Address: | 3971 East Paradise Falls Dr., Suite 114 |
| City: | Tucson |
| State: | AZ |
| Zip: | 85712 |
| Phone: | (520) 884-7550 |
| Fax: | (602) 732-4745 |
| Email: | jlimmer@at-pw.com |
| Website: | www.ashtonthomaspw.com |
About My Practice
Justin helps Federal Employees (FERS & CSRS) to fully understand the unique benefits they enjoy. In a one-on-one setting, he prepares and presents a personal comprehensive analysis of Federal Employee Benefits to them at no fee.
Through this detailed analysis, Federal Employees gain a level of knowledge and perspective, specific to their situation, which help them to make sound choices into retirement.
Specific Areas of Federal Employee Benefits Analysis:
- FERS/CSRS Annuity and Survivor Benefit Options
- TSP - Fund Options, IRA's, and Retirement Options
- FEGLI - Coverages, Costs, and Alternatives
- FEHB - Medicare, Social Security, and Supplemental Plan Options
- FLTCIP - Long-Term Care Options, Costs, and Comparisons
Justin has been working with Federal Employees since 1999. He works with Federal Agencies in the Local Tucson Community as well as with Federal Employees located all across the country. He enjoys working with Federal Employees and being introduced to various members of the Federal Community.
Offering Advice Since
1998
Areas of Specialty
Comprehensive fee based financial planning
Retirement strategies
Investment strategies and asset management
Insurance
Long-term and elder care
Budgeting and cash management
Group Benefits for Small Business
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life & Health, Long-Term Care, VA, VL
Security Registrations: Series 7, Series 66
Investment Advisor Registration: Ashton Thomas Private Wealth, LLC
Education: Bachelor of Science Degree in Finance from The University of Arizona
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissions for investment products purchased
Personal Federal Employee Benefits Analysis (No Charge)
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, an SEC registered investment adviser. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Though there are similarities among these services, the investment advisory programs and brokerage services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.