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Letter from Dana

Dear Friend,

Thank you for visiting the Affiliated Financial Group (AFG) website. Your pursuit of a more secure future is a crucial step toward achieving stability and confidence in your finances. I am deeply committed to the power of personalized planning, guiding you through the process of managing your resources with trust, transparency, and unwavering dedication.

Growing up in a bustling household in Boston, I learned the importance of community, hard work, and making meaningful connections. These values have guided me throughout my career and are at the heart of everything we do at AFG. Whether planning for the future, securing your family's well-being, or preparing for retirement, we're here to support you.

After earning a degree in Business Administration & Accounting, my career journey took me from airline operations to entrepreneurship in air freight and real estate, before delving into finance and mortgage brokerage. This diverse experience has been crucial in refining my approach to financial management, paving the way for a lifelong dedication to financial planning excellence.

As the founder of AFG, I am passionate about demystifying financial planning, helping individuals and families regain control over their financial futures. To me, this endeavor is more than a profession—it's a profound commitment to enhancing lives through informed financial strategy.

Nothing is more rewarding than seeing our clients pursue their financial goals. My team and I are ready to provide the personalized service and expertise you deserve. Let's embark on this journey together, building a secure financial future that allows you to focus on what matters most in life.

If you have questions or are ready to start planning, I encourage you to reach out to me. Together, we can create a plan that fits your unique needs and dreams.

Warmest regards,

Dana Rodrigues, Founder & Financial Planner, Affiliated Financial Group