AFS Wealth Management specializes in financial planning for retirees and soon to be retirees. 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.
AFS was founded by Phil Putney, CPA/PFS who has over 20 years of experience helping retirees and soon to be retirees enjoy their golden years. As a CPA with a Master of Science in Taxation and training by Ed Slott, America’s Leading IRA Expert, in his Ed Slott’s Master Elite IRA Advisor Group℠*, Phil been trained on how to best manage and minimize taxes both now and during retirement. , and exclusive group of financial advisors who are dedicated to being leaders in the IRA industry. Phil strategies have been featured on FOX, WDIV, PBS, and the Wall Street Journal.
Questions? Phil Putney, CPA PFS is a federally licensed fiduciary. Call 1-248-888-7530 or click here to schedule a no obligation initial consultation.
*Not a current member
