Services
AFG Financial Services
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
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
drodrigues@ceteraadvisors.com | 781-245-5500