AASI Financial Services

AASI Financial Services is a financial practice that coordinates tax preparation and planning, full-service bookkeeping, financial planning, estate planning and trusts, life insurance and annuities, and financing. Its pitch is one connected team handling taxes, long-term strategy, insurance and compliance together, rather than separate advisors. With more than 25 years of advisory experience, the firm works mostly with business owners, creatives and families whose finances have grown complicated.

AASI meets clients in its Redlands office by appointment, and the office is open Tuesday through Thursday from 9 to 5. Monday and Friday are by appointment only. Clients come from Redlands, across Southern California, Orange County and Los Angeles County, and a few from elsewhere in the country. AASI doesn't act as a stock broker. When investments come up, it works alongside outside investment managers. The office is on Nevada Street in Redlands.