Through our practices we ensure that every recommendation, decision, and action made on your behalf is justifiable, transparent, and rooted in sound financial logic. In short, we work for you. We are motivated by the idea that through your success, comes ours -not the other way around. We are your dedicated team of local, Orlando financial advisors.
Here to meet your each and every need. This premise in place, we can with mutual confidence begin our journey together. We believe that at least 75% of your investable assets should be in a well-diversified, broad market based portfolio that allows for growth while also accounting for possible equity market downturns.
Here to meet your each and every need. This premise in place, we can with mutual confidence begin our journey together. We believe that at least 75% of your investable assets should be in a well-diversified, broad market based portfolio that allows for growth while also accounting for possible equity market downturns.
Services
Financial planning is a catch phrase that can mean different things to different people. There are numerous wealth management firms. In our practice, AFA's Central Florida financial advisors are committed to helping our clients, people like you, develop a structured asset management approach to their financial life.
ATTENTION: The SEC is requiring all financial firms to provide their clients and prospective clients with a Client Relationship Summary. Whether it's today's economic turmoil, employment changes, or family issues, more and more people find themselves with questions in their minds: How am I doing? Will I be able to afford the retirement I have always dreamed about?
Using your customized Investment Policy Statement (IPS) as our guide, American Financial Advisors will take the lead role in implementing your portfolio management investment plan. The success of your IPS is realized through precision implementation at every step in the investment management process.
Stay up-to-date with all the latest news and events from American Financial Advisors. Here you can download AFA's quarterly newsletters, listen into our video and audio conference calls, or get additional insight with our expert videos. As a valued client you have access to all the information you need from today, or you can follow the trends by visiting yesterday's archives.
