Unlock Your Financial Potential

Empowering Your Financial Journey with Expertise and Trust.

Navigate your finances with our bespoke Tax Recovery,

Life Insurance, and Wealth Management services.

Unlock Your Financial Potential

Empowering Your Financial Journey with Expertise and Trust.

Navigate your finances with our bespoke Tax Recovery,

Life Insurance, and Wealth Management services.

At Ease Financial

We are Committed to delivering exceptional financial services tailored to your unique needs. Leveraging not-for-profit benefits for a secure future.

Our Service

Business Tax Recovery

Maximize Your Business Potential with Expert Tax Recovery Services. At At Ease Financial, we specialize in uncovering overlooked tax benefits, including the Employee Retention Credit (ERC). Our dedicated team works tirelessly to ensure your business capitalizes on every available tax advantage, boosting your financial health and paving the way for growth.

Not-For-Profit Life Insurance

Affordable Life Insurance for Everyone. We proudly offer a variety of life insurance solutions sourced from 501(c)(8) not-for-profit organizations. These options, often more affordable and member-focused, are designed to ensure everyday individuals receive the best coverage suited to their unique financial situations.

Wealth Management

Tailored Wealth Management for Your Secure Future. Our team at At Ease Financial offers personalized wealth management solutions, including Indexed Universal Life (IUL) policies and annuities. We're here to guide you through various options, aligning your financial plans with your long-term aspirations. Trust us to be your partner in building and preserving your wealth.

Examples of Exclusive Member Benefits

Deals and Discount Club

Thousands of deals and discounts on everyday purchases.

Community Grants Program

Access to grant money simply by having a life insurance policy.

Members-Only Scholarships

Annually, hundreds of scholarships are awarded solely to members' families.

What Our Clients Say:

My oldest daughter gave us the blessing of our first grandchild. You know what they say, you love your children, but you really love your grandchildren. We decided to get her started with a head start program and we feel good knowing that when she's our age, she'll have hundreds of thousands of dollars coming in for the rest of her life. We wish we'd known about this years ago.

Linda Hamlett, Atlanta GA

I went to a finance seminar a few months back and learned the concept of "safe money." I pride myself in being in the know when it comes to a lot of things but the way it was explained made so much sense. I booked a time to chat with an AEF expert and they explained this whole concept of the "infinite banking system" or "be your own bank." The wealth of knowledge that flows through this group cannot be match. I've been connecting with my agent every week every since."

Myesha Holland, Houston, TX

I've been a believer in life insurance for a long time and a policyholder. A friend of mine who has used AEF for financial services, introduced me to the company and staff. I fell in love with the culture and decided to check out their insurance products. I was blown away with the amount of money I was able to save and the programs that came along with it. I've been more active in my community because of this group and I'm grateful for the ongoing family feel that you guys create."

Tiffanie Brazelton, Washington, DC

I had been putting around $2,000 a month into my 401k for 3 years strong. I had a free consultation with AEF and realized my company was not matching any of my contributions. I didn't know about risk adverse programs that make sure you don't lose any money in the market while collecting the money tax free. I made the transition pretty much immediately and thrilled to know that my money is safe.

Marcus Punch, Los Angeles, CA

Start Your Financial Plan Today!

Unlock Your Financial Potential

Get In Touch

We're here to assist you. Feel free to reach out with any questions or inquiries. We have someone who can get on the phone with you 24/7/365. Call here.