WHY US?

We specialize in financial planning and wealth management for retirees and soon to be retirees.  Let us help you discover what it means to have security & peace of mind in retirement so you can focus on what is important to you.

About Us

Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement.

At AFS Wealth Management we'll help you create a comprehensive financial strategy that addresses all of your retirement needs from: low risk successful investment strategies, tax minimization, Social Security benefit planning, legacy planning, and even planning for the unexpected and the inevitable.

Our Philosophy

As retirement and investment specialists, we believe that a sound financial strategy includes more than having great investments; it must integrate with all aspects of your financial life and starts with your plan. As an independent fiduciary, it is our goal to help our clients create and implement a plan that will ensure a fulfilling and worry-free retirement allowing them to concentrate on what is important to them.

Our Process

We walk our clients through a step-by-step financial strategy process that addressees all of their retirement needs from: retirement income including Social Security and pension distributions maximization, tax minimization, low risk successful investment strategies, legacy planning and even planning for the unexpected and the inevitable.

WHAT WE DO

As retirement and investment specialists, we focus on creating value, security, and peace of mind for our clients and their families as they enter retirement. We focus on protecting our clients’ life savings from market volatility, establishing family legacies, and creating strategies to provide for future income needs while reduce income tax liabilities. You only retirement once, helping clients retire ready is our passion. Let us help you retire with certainty today.

OUR SERVICES

 

Income Planning

"Begin with the end in mind." - Stephen Covey What do you think of, when you think about retirement? Do you think about going someplace warm for the winter, owning a beach house, visiting family and friends, or traveling the world? Retirement is meant to be the best years of your life. But, you need...
 

Advanced Tax Planning

Will you be in a higher or lower tax bracket when you retire? Do you think taxes are going up, going down or staying the same? Your retirement is too important to be based on common retirement myths. "The great enemy of the truth is very often not the lie - - deliberate, contrived and dishonest, but...
 

Investment Planning

"Most people try to decide what to invest in for "retirement", which is kind of like deciding whether to take a plan, train or automobile before you even know where you are going." - Carl Richards Your investments should have a specific place and purpose where it fits properly into your retirement...
 

Legacy Planning

Legacy planning is for everyone, not just the very wealthy, yet it is often the least understood part of the Financial Planning process by most advisors. Wouldn’t it makes sense to work with a CPA and Personal Financial Specialist who has been trained in this area? The purpose of Legacy planning is...
 

Risk Management

Congratulations, you’re finished with your financial plan, but what happens if…… In the final stage of the financial planning process, we’ll run your plan through several “what-if” scenarios to determine what the effect would be on your plan and review potential solutions to help minimize these...
 

Client Organizer

Your Personal Financial Dashboard The single most important part of your financial life is knowing what you have and where it is. Financial Partners provides clients with their own personal financial dashboard to view and organize their financial lives and more. DASHBOARD: A consolidated view of...

CONTACT US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

RESOURCES

 

Client Login –
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TD Ameritrade Institutional

 

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TD Ameritrade Clearing, Inc. (“TD Ameritrade”) is the firm that we use to custody our client assets. TD Ameritrade, AFS Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC and subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.