The concept of retirement readiness is not just an alliterative industry catchphrase to Alex Assaley. It’s a way of life for EBA’s 2012 Retirement Adviser of the Year. Influenced by his father and uncle’s careers as financial advisers – as well as his mother’s background in psychology – Assaley applies lessons from their fields of interest and his own education in economics to his role as a partner and corporate retirement plan financial adviser at AFS Financial Group, just outside Washington, D.C. The result is a 360-degree focus on the fundamentals of building an effective 401(k) (or other retirement savings vehicle) for each and every employee working for AFS’s 65 employer clients.
Using the principles of financial planning, psychology and economics – how markets work and why we make the decisions we do as consumers – Assaley applies a tiered approach to employee education at the group and individual level.
