Ashira Financial, LLC helps top-earning professionals, business owners, and high-net-worth families address investment, insurance, benefit, and wealth-planning needs that may extend beyond conventional financial strategies. The firm combines traditional planning with alternative investments, advanced planning, and tax-mitigation strategies tailored to clients’ goals and circumstances.

Its services include portfolio management and asset allocation, traditional securities, retirement accounts, life and disability coverage, long-term care, annuities, Medicare, and individual and family health insurance. Ashira also provides access to alternative opportunities such as private real estate, private equity, private credit, energy, and specialized land and asset investments, including various non-traded structures.

Planning services cover tax-advantaged wealth accumulation, retirement income, business exit and succession, executive benefits, wealth preservation and transfer, charitable giving, and insurance planning. Strategies may address capital gains, income, and estate taxes, with options such as 1031 exchanges, cost segregation, and structured installment sales. The team includes advisors and specialists in insurance and operations.