The PKS Financial Services Difference


A relationship is defined as, “something that connects or joins together participants.” This is the essence of PKS Financial Services. We are your connection, the liaison that effectively brings together ideas, resources and solutions, creating a wide array of opportunity for all involved. PKS Financial is passionate about your business and we are ambassadors’ of the products, solutions and benevolence that our industry cultivates on a daily bases. We have the resources; knowledge and experience to help you achieve the goals, dreams and vision you have for you and your family.


PKS Financial is known for being a trusted ally, helping build businesses and enhancing client relationships. In cooperation with Registered Investment Advisors (RIA) firms, PKS Financial offers a solution to advisors and their clients who wish to investigate, evaluate and analyze the features and benefits of using annuity and insurance products to secure, enhance and preserve their accumulated wealth.

Open Architecture

PKS Financial Services is company and product agnostic. What this means to the advisor and client is that the client and their needs are always primary in the relationship. Whatever the client needs to accomplish their financial goals is what is recommended. PKS Financial is an independent corporation and is not required to place business with specific insurance companies. This frees up the advisor to make the best recommendation for their client.

Unbridled Resources

The partnership between PKS Financial Services and Ash Brokerage brings together tremendous resources for the advisor and their client to leverage. The PKS Financial/Ash Brokerage partnership provides access to more than 80 life insurance, long-term care insurance, disability insurance and annuity companies providing products and support for the advisor and their clients. The PKS Financial/Ash Brokerage partnership also makes available more than 300 employees dedicated to the support of both advisors and clients.

Nationwide Offices

The combination of more than 400 PKS independent offices and Ash Brokerage offices, located throughout the United States, means there is virtually no area than cannot be serviced by a PKS Financial or Ash Brokerage office.

Entrepreneurial Spirit

The entrepreneurial spirit is alive and doing well in America. This is very apparent to anyone who does business with PKS Financial and Ash Brokerage. PKS Financial and Ash Brokerage are both privately owned independent businesses that are successful because they put the client first. Without clients, neither company would be successful; we know that our success is dictated by our clients’ successes and we live by this mantra each and every day.

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