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.
There are three categories of businesses that 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. While every business is different, most small business owners typically have four main objectives at the core of their planning needs: protect assets, build wealth, create income and manage taxes. We help you with solutions designed to manage risk, help create attractive benefits for key employees, and help prepare for your retirement and the succession of your business.
There are 200 million companies worldwide,
yet only 2% of them know their value.
Source: What's Your Business Worth, Michael M. Carter, Daniel Priestly, Scott Gabehart, 2016
Meet Our Team
Investment Adviser Representative
Pai-Su Kang helps clients with a wide range of wealth and financial management services, including retirement planning, pension planning, estate planning, and employee benefits. For almost twenty years, Pai-Su Kang has been helping...
Alice Lee is a dedicated young financial professional who has worked closely with Pai-Su Kang, CFP, CEBS on small group employee benefit plans since 2015. Ms. Lee holds a Master’s degree in Management from the Polytechnic...
American Financial Alliance, Inc. (AFA) empowers you to take control of your financial lives through the critical application of our knowledge.