
We help Costco associates create a custom retirement plan using your stock and savings
This program is designed specifically for dedicated Costco team members
Part of the Costco family
Approaching retirement age
Long-term dedication
Built retirement assets
Ashton & Associates helps retirees confidently enjoy life by providing clear financial guidance and ongoing education. We make retirement about what matters most—not money.





Learn how to retire confidently, save on taxes, and maximize Social Security & Medicare benefits
Custom roadmap based on your specific situation and goals
Optimize your Costco stock and savings for retirement income
Strategic planning to reduce your tax burden in retirement
Maximize your Social Security benefits with proper timing
Navigate Medicare options to minimize healthcare costs
Create a clear picture of your ideal retirement lifestyle
We have a long history of helping Costco associates retire successfully. Our team understands the unique benefits and challenges that come with your Costco career.
We share our expertise and retirement planning strategies with you, hoping you'll think of us in the future or refer other Costco associates who could benefit from this guidance.
You're completely free to use our advice with any advisor you choose. This is about helping you succeed, not pressuring you into anything.



Have questions about your Costco retirement benefits? We're here to help. Fill out the form below and we'll get back to you within 24 hours.
No pressure, no obligation—just a free conversation to help you plan your future