Direct Your Future with Asset Exchange Strategies

At Asset Exchange Strategies, we help people realize their financial potential through self-directed wealth building strategies.

We train our Franchisees to be financial counselors who educate clients about investment options, products and services. Specifically, we stress the benefits available through Self-Directed IRAs and Self-Directed 401(k)s, as allowed in the tax code. Options may include real estate, tax liens and private notes. Tax recovery and wealth strategies also play an important role.

Asset Exchange Strategies clients, typically entrepreneurs, executives and business owners, enjoy the ability to use retirement funds as investment assets. As an expert advisor, you help clients strategize their investments. 

The Experts at Asset Exchange Strategies

As an Asset Exchange Strategies franchise owner, you’ll gain the knowledge and expertise to use available tools and methodologies for the greatest return on investment.  You’ll learn from tax attorneys, CPAs, financial and other industry experts about the best available options and how to present them to your clients.

We have spent nearly a decade creating a business model that can be easily implemented in a short period of time. From understanding the target demographic to designing marketing materials and sales strategies, we have laid the groundwork for you.

"The most satisfying feeling is seeing an investor realize all of the options that are open to them, and how they are in control of their own retirement accounts.  When they can then invest in things they always dreamed of, like real estate, vacation property, or even gold they are ecstatic!" 

Dan Cordoba, AES Principal

Flexible to Meet Your Business Needs

 We offer two franchise options – Metropolitan and Micropolitan – depending on the population of your exclusive territory. In addition, we offer initial and ongoing training, as well as, substantial support to get you going and help you succeed. Be your own boss and enjoy these benefits of owning your own business:

We offer two franchise options, as well as initial and ongoing training, and substantial support to get you going and help you succeed. Be your own boss and enjoy these benefits of owning your own business:

• Territory (and franchise fee) based on the size of your geographic location
• Low Overhead
• Work out of your home
• No staffing requirements
• No inventory required
• Control your own schedule

Our outstanding training covers day-to-day operations, client services, product pricing, technology, and marketing. AES custom-designed software includes bookkeeping, payroll, record processing, security and more.

Take Control of Your Future

Because we practice what we preach, we offer an alternative financing option where you use your own retirement funds to purchase your AES franchise. This way, you have the most control over your hard-earned money. Plus you start your business debt free. 

If you are considering a franchise for sale in the financial industry, consider Asset Exchange Strategies, the leaders in self-directed investing. We are currently seeking candidates with certain qualities: 

• Demonstrates effective business and people skills
• Enjoys face-to-face networking
• Can effectively strategize and implement plans

For well qualified candidates financing is available.

If this describes you, learn more about Asset Exchange Strategies, click “Contact Me.”