Our Services

Retirement Planning

You will receive assistance in designing and implementing your plan for retirement. Retirement takes many forms, but when it comes we want you to be ready. We will help you monitor your progress toward that plan and assist you with the many financial decisions you will encounter.

Investment Management

You will have the benefit of having your investment dollars managed by quality, experienced and professional money managers. We will match your goals and objectives, your tolerance to risk and your investment time horizon with the proper investment vehicles to attain your goals. We can't control the wind but we can assist you in adjusting the sails.

Estate Planning

You will be provided with the opportunity, if needed, to carefully plan your estate so that your hard-earned resources will pass to your family and/or charity with the least possible tax and administrative burden.

Risk Management

Your risk exposure will be assessed to determine your need, if any, for life, disability or long-term care insurance. Life is unpredictable and AFA will help you to avoid the risks of life's unexpected detours.

Expert Advice

You will have the benefit and peace of mind of having AFA as your financial coach. You will face many complex financial decisions in your life. We can't make those decisions for you, but we can sort through the relevant facts and lend our experience and expertise in assisting you to make those tough decisions.