Our Mission
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.
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
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