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.
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.
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.
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.
