NOT ALL JOURNEYS FOLLOW A SET PATH... but the best ones usually start with a plan.
Our customized retirement roadmap can help guide the way.
Welcome to Ayers Financial Services
Financial Advisors Based in Roanoke, Virginia
Discover how we help individuals and families achieve their ideal retirements.
Meet our founder
As the president and CEO of Ayers Financial Services, Patrick Ayers is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
» Meet Our Founder
SERVICES WE OFFER
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Learn More
Our Story
We began over 25 years ago with a belief in our clients. We are not led by corporate quotas or branded investments. We only invest in our clients, digging deeper into their goals, dreams and inspirations to develop the best customized approach drawn from individualized planning.
Get started in 3 easy steps:
1. Discover
Request a meeting to sit down with us and discover what your ideal retirement looks like.
2. evaluate
Using our comprehensive financial review (CFR), we’ll examine your current financial situation and help you determine your retirement needs.
3. Plan
Receive your customized Wealth management and Retirement Roadmap to help you reach your unique retirement goals.
Get started on the path toward your dream retirement today!
Tune in to Financial Sanity with Patrick Ayers on WFIR News Talk Radio 960 AM | 94.5 FM | 107.3 FM, Saturdays at 7 a.m. and Sundays at 7 a.m. & 8 a.m.
DOWNLOAD THE GUIDE
Are You Paying Too Much in Taxes in Retirement?
This 8-page tax guide was created for you to better understand how taxes could affect your retirement income, including:
- Separating your taxable and tax-deferred accounts
- The signs to watch for in ever-changing tax laws
- Options for tax deductions in retirement income
Ready to take
The Next Step?
For more information about any of the products and services listed here, Request a Meeting today or register to attend a seminar.