At AFA, we create customized plans by means of our experience and expertise, enabling you to reach your life goals. We specifically work with both individuals and businesses to provide financial solutions for their financial goals. You deserve a holistic financial roadmap.
As you begin to consider how best to manage your financial future, you should feel confident knowing that at AFA, you're working with someone committed to providing the financial planning solutions customized to your situation.With our firm, you get a financial planner partner committed to working with you towards your goals, and the confidence that comes with building a comprehensive plan.
As you begin to consider how best to manage your financial future, you should feel confident knowing that at AFA, you're working with someone committed to providing the financial planning solutions customized to your situation.With our firm, you get a financial planner partner committed to working with you towards your goals, and the confidence that comes with building a comprehensive plan.
Services
You deserve a holistic financial roadmap. As you begin to consider how best to manage your financial future, you should feel confident knowing that at AFA you're working with someone committed to providing the financial planning solutions customized to your situation. With our firm, you get a financial planner partner committed to working with you towards your goals and the confidence that comes with building a comprehensive plan.
We specialize in: Employer-Sponsored Retirement Plans, Group Insurance and Executive Benefits. There are many important questions to consider when it comes to planning for your business. As a business owner, you have a lot to balance. The future of your business still needs to be addressed- and the decisions you make no will prove vitally important to its financial health and longevity.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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