STRIVING FOR FINANCIAL SOLUTIONS.

Individuals

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.

Businesses

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 now will prove to be 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. 

Our Compensation

We provide investment advisory services for an asset based fee, which is based on the value of the investment portfolio on which you seek advice. This fee is part of the total portfolio fee and is deducted from your account in quarterly installments. So regardless of the platform you choose, we receive the same compensation. We believe this fee structure to be integral in providing you with objective investment recommendations.

Our compensation on insurance products, which includes employer sponsored employee benefit program, annuities, life, disability, and long-term care insurance, comes in the form of commissions paid to us directly from the insurance companies whose products you choose. We do not receive any compensation for referring you to our network of other professionals. Our recommendations are based on the trust we have in these professionals and our experience in using them for our own personal planning.