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Our Mission

AFG offers comprehensive and innovative financial strategies to successful individuals, families, and businesses who count on us to provide responsive, personal service and strategic asset management. Ultimately, our goal is to establish long-lasting relationships built on integrity and mutual trust as we help guide our clients along the path toward financial well-being.

PERSONAL FINANCIAL PLANNING

  • Investment Strategies & Advisory Services
  • Asset Allocation
  • Asset Management & Money Management
  • Budget & Risk Analysis
  • Insurance Needs Analysis
  • Education & College Funding Strategies
  • Retirement Strategies
  • Financial Independence
  • Tax Reduction Strategies

INVESTMENTS

  • Advisory & Strategy Services
  • Risk Analysis & Asset Allocation
  • Managed Portfolios
  • Brokerage Services
  • Mutual Funds, Stocks & Bonds
  • Education & College Savings Accounts
  • Roth IRAs/IRA Rollovers
  • Institutional Investment Products & Services
  • Exchange – Traded Funds
  • Real Estate Investment Trusts
  • Alternative Investments
  • Hedge Funds
  • Business Development Companies

TAX & ACCOUNTING SERVICES

  • Accounting & Bookkeeping
  • CPA Accounting
  • Tax Preparation Services
  • Audit & Attestation Services
  • Accounting Consulting Services
  • Payroll Services
  • Business Valuation

REAL ESTATE FINANCING

  • Mortgage Origination & Consulting
  • Refinance
  • Residential & Commercial Loans
  • Construction Financing

INSURANCE & ANNUITIES

  • Fixed, Variable & Deferred Annuities
  • Life Insurance – Term/Universal/Whole
  • Disability Income Insurance Protection
  • Variable Universal Life Insurance
  • Long Term Care Insurance
  • Home, Auto & Property Insurance

RETIREMENT PLANNING SERVICES

  • Roth, IRAs, SEP & 401(K) Rollovers
  • Wealth Accumulation Plan
  • Non-Qualified Pension Plans
  • Tax-Advantage Savings Plans

BUSINESS PLANNING /EMPLOYEE BENEFITS

  • Employee Benefits Planning
  • 419(e) Planning
  • Group Health & Dental Insurance
  • Key Executive Plans
  • Merger & Acquisition Consulting
  • Group Life & Disability Insurance
  • Qualified Retirement & Defined Benefit Plans
  • Employee Pension
  • Profit Sharing Plans
  • 401(k), 403(b) & 457 Plans
  • Key Employee Life Insurance
  • Deferred Compensation Plans
  • 401(a) Plans
  • Tax Sheltering Strategies
  • Business Succession Planning
  • Buy-Sell Agreements

ESTATE PLANNING

  • Elder Care
  • Estate Conservation Strategies
  • Trust, Wills, Power of Attorney & Health
  • Care Proxies
  • Medicaid & Medicare Planning
  • Trust Planning

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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