At AFMG we want you to have the resources, both time and money, to do the things you WANT to do in life, and not just the things you HAVE to. That takes being deliberate about your "#2ndHalfPlan". We help you get clear on your goals, decide on the path to get to those goals, and keep you on track along the way.
Doctors have the Hippocratic Oath. We at AFMG have the Fiduciary Standard. This means when we say we put clients first, we are legally and morally obligated to do just that. We earn our fees by giving you our best advice and not by selling you "stuff". The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances.
Doctors have the Hippocratic Oath. We at AFMG have the Fiduciary Standard. This means when we say we put clients first, we are legally and morally obligated to do just that. We earn our fees by giving you our best advice and not by selling you "stuff". The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances.
Services
AFMG is an advisory firm focused on helping you understand what is needed to optimize your "#2ndHalfPlan". As Chief Investment Officer, Kevin not only works with clients but also other advisors to develop investment strategies to meet life's goals. More importantly he believes while investments are important, they are small piece of the planning process, and a holistic approach is needed for success.
2nd Half Plan is about being ready for the second half of your life. Your childhood is a dress rehearsal, a training camp; you are learning how to be an adult. The first half starts in your late teens/early 20's; you now have responsibilities. You are creating a family, developing a career, having a good time.
2nd Half Plan is about being ready for the second half of your life. Your childhood is a dress rehearsal, a training camp; you are learning how to be an adult. The first half starts in your late teens/early 20's; you now have responsibilities. You are creating a family, developing a career, having a good time.
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