Are You a Costco Employee with 10+ Years of Service?
Discover how we help associates like you retire confidently using your stock and savings wisely.
No obligation • No pressure • Completely free
Book Your Free Retirement Session
We've helped many Costco associates retire with confidence. If you have stock, savings, and 10+ years with Costco, we'll build you a custom retirement plan free of charge, with no pressure.
Who are we?
Ashton & Associates helps retirees confidently enjoy life by providing clear financial guidance and ongoing education. We make retirement about what matters most, not money.
Why Are We Doing This?
Long History
We have a long history helping Costco associates navigate their retirement journey successfully.
Future Growth
We hope for referrals and future business relationships built on trust and excellent service.
Your Choice
You're free to take our plan to any advisor. No strings attached, just valuable insights.
What You'll Discover in Your Plan
When retirement may be possible for you
Get a clear timeline based on your current financial situation
How to turn your stock & savings into income
Strategic approaches to convert your assets into retirement income
How to minimize retirement taxes
Tax use a lighter font forefficient strategies to keep more of your money
How to maximize Social Security and Medicare
Optimize your benefits timing and coverage options
What retirement could look like for you
Get a personalized vision of your retirement lifestyle and financial security
Is This Right for You?
Eligibility Check
Are you a Costco employee with 10+ years of service?
Are you 55 or older?
Do you own Costco stock?
If you answered "yes" to all three questions:
Do Any of These Sound Like You?
Running Out of Money?
Worried about having enough savings to last through retirement?
When Can I Retire?
Wondering if you have enough to retire comfortably soon?
Taxes & Benefits?
Curious how taxes, Medicare, and Social Security affect your retirement?
We're here to help. Let's talk.
Get personalized answers to your specific retirement concerns
Schedule Your Free Retirement Planning Call
No obligation. No pressure. Just clear answers to help you retire with confidence.
Schedule
Pick a time that works for you
Discuss
Share your retirement goals and concerns
Receive
Get your personalized retirement plan
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