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.

Have a Question

Name

Email

Address

Phone

Question

Thank you!

Oops!