AFM Investments brings a level of expertise, knowledge and experience to the Jersey Shore that you would typically have to pursue with a premiere investment firm on Wall Street. Unlike what you will find with those types of firms, we build personal relationships with our clients to ensure that we have a full understanding of your financial aspirations.
This enables us to build a roadmap that will help you achieve those goals. At AFM Investments, we work for the client, and your best interests are always our main focus. AFM Investments was established in 1987 by Louis Scatigna, CFP and Martin Saltzman. At the time, the two founders felt that the private firm where they had been working was more concerned about its own bottom line than it was about the welfare of its clients.
This enables us to build a roadmap that will help you achieve those goals. At AFM Investments, we work for the client, and your best interests are always our main focus. AFM Investments was established in 1987 by Louis Scatigna, CFP and Martin Saltzman. At the time, the two founders felt that the private firm where they had been working was more concerned about its own bottom line than it was about the welfare of its clients.
Services
AFM Investments brings a level of expertise, knowledge and experience to the Jersey Shore that you would typically have to pursue with a premiere investment firm on Wall Street. Unlike what you will find with those types of firms, we build personal relationships with our clients to ensure that we have a full understanding of your financial aspirations.
A financial plan contains a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals. Financial planning involves calculating your Net Worth (Assets minus Liabilities), determining your Cash Flow (Budget), determining your objectives, reviewing your savings and investments, risk analysis, insurances, retirement plans and estate plan.
Investment planning is the process of identifying financial goals and putting a plan in place to achieve those goals. Investment planning is the core principle of successful financial planning. Investment planning helps an individual or family decide on the right investment strategy based on factors such as age, income and appetite for risk.
Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. A successful retirement plan requires you to identify sources of income, forecast expenses and implement a savings program while managing assets and risk along the way.
Estate planning determines how an individual's assets will be preserved, managed and distributed after death or in the event they become incapacitated. Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. It includes the bequest of assets to heirs and the settlement of estate taxes.
Reviews
Be the first to review Afm Investments.
Write a Review
