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Individual Financial Planning

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.

Here is how we work with you to build your financial plan:

Custom-designed plans

Protection

Investments

Tax Planning

Retirement Planning

Estate Planning

Our Fees

Clients' Best Interest

Let's take a deeper dive into how we assist you with your planning:


Custom-Designed Plans:

We work with you to design the best plan for your specific situation.


Protection:

While no one can protect you from the risks (or unexpected events) you face in life — we strive to protect you from suffering the financial loss that may result when any of those risks (or unexpected events) become reality. The major ones are job loss, divorce, injury, illness, death, longevity, and lawsuits.


Investments:

We help your family identify meaningful lifestyle, legacy and philanthropic goals; translating those goals into a comprehensive management and investment plan; working with family members, attorneys, accountants and other advisors toward the same goals.  We ensure the right vehicles are identified and monitoring systems are in place; and by conducting ongoing review and family education to adapt to changing needs while preparing the next generations for responsible stewardship.

Tax Planning:

We believe truly integrated tax planning is the center of any financial plan. The majority of affluent Americans are likely to adjust their financial plans as a result of their tax bite and life changes. Tax planning should go beyond the traditional concept of merely adding value to your investment planning. Tax awareness is woven throughout our services. We stay on top of the latest tax laws and work with you to develop comprehensive strategies focused on a holistic view of a financial plan’s after-tax results.


Retirement Planning:

We work closely with you to understand your personal goals – when you want to retire, where you want to live, what type of home you want, what activities interest you, what sights you want to see, etc.  Careful consideration will be given to the variables involved and how to make the most of your resources. We have the tools and resources to develop a plan that gives you the most realistic opportunity to reach your goals.


Estate Planning:

We work closely with Estate and Trust attorneys and accountants to help you meet your financial objectives now and in the future.  Through teamwork, we develop a road map for protecting and preserving your family’s assets, or those of your business. We provide customized plans that can help you achieve a careful balance of control and flexibility, shaping your family's future while responding to its changing needs. We safeguard your family's wealth, avoiding unnecessary taxes, and ensuring that your legacy will continue.


Our Fees:

We charge a flat fee for financial planning.  You choose either an asset-based fee or commission-based for investment products.


Clients' Best Interest:

Our recommendations to you are made with your best interests in mind.  We constantly look for ways to help you achieve your goals.

It’s crucial to protect what you’ve built—for yourself,
and also for those depending on you.


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