Franchisor Spotlight: Asset Exchange Strategies

Asset Exchange Strategies Franchisees provide self-directed IRA and self-directed 401k plans and advisory services to their clients. They offer knowledge, expertise, and tools to use those tax dollars to create wealth for them and their families for generations to come. They provide the benefit and expertise of tax attorneys, CPAs, other financial experts, and industry experts to find the appropriate methodology and tools.

AES is a recognized “knowledge leader” on self-directed retirement investment solutions

BBB A+ rating since 2004; “Best of Financial Services”: 2009, 2010, U.S. Commerce Assoc.; “Best in Client Satisfaction”: 2009 Texas Monthly Magazine

Key Facts

• Market is “hot”:  investor trust in the markets and major financial institutions is at an all-time low
• AEFN is the recognized “knowledge leader” in the industry and has largest library of published books & education materials on self-directed retirement solutions
• Partial Financing is available.
• AEFN will provide guidance and business structure to use your retirement funds to purchase a AEFN franchise - meaning debt free start-up, low overhead, and tax savings
• Large demographic market comprised of individuals, entrepreneurs, business owners and executives who desire to have more control over their financial lives; some will start their own business
• Single and Area territory franchises are available
• Very low overhead to start-up and operate your business; no store front, no inventory, no employees needed, no business build out costs
• No royalties or other fees assessed on revenues generated by franchisees
• Flexible working hours: you set your own hours and you’re not tied to store hours
• AEFN processes the plans you sell; this eliminates you paying attorney and CPA costs - minimal charge per plan
• AEFN provides ongoing comprehensive support to you: includes access to CRM (lead and customer relations system)
• AEFN provides marketing plan, sales plan, sales materials, and assistance with branding your business

Clients have been demanding a “local office”. The franchisee will be the 'local office' with the home office providing the support, software and expertise. Because our marketing and processing systems have worked well for us and our clients, we have taken the ability to communicate intangible concepts and created reproductive concept; the necessary and primary ingredient to create a successful franchise system. Evidence of the completeness and professionalism of the concept can be demonstrated by just reading the FDD. Franchise attorneys and franchise professionals have exclaimed their approval over its completeness and accuracy. The franchisee will then be trained by the most competent professionals in the industry and the materials presented will be of high quality and thoroughly vetted. The support doesn’t stop there the franchise will continue to support the franchisee in its most critical time and that is the first 3 to 6 months with extensive support and, if need be, closing deals for the franchisee.