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

For 20 years and counting, Samuel N. Asare has developed a reputation as a seasoned financial coach who provides clear, unbiased guidance. His practice is built on integrity and focuses exclusively on helping people achieve the best possible outcomes so that they can pursue the life they desire. 

Samuel is the author of several books and special reports covering a wide range of subjects, from Social Security to retirement income planning, mortgages, and taxes. He serves as a mentor and continuing education instructor to other financial professionals.

Samuel holds an MBA, as well as the coveted advanced designation of Chartered Financial Consultant (ChFC) and the elite Enrolled Agent (EA) credential issued by the IRS to professionals who demonstrate special competence in federal tax matters. He is also a 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).

But Samuel offers more than just a wide array of scholarly knowledge – he has integrity and understands the plight of investors in today’s economy. He takes a personal interest in every client and invests his time in listening closely to gain a thorough understanding of your situation and desires so he can help you turn your worries into confidence and make the best possible choices for your future.

Samuel is an avid road cyclist and a devout family man who enjoys spending time with his daughter Amy and son Samuel II.

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