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.
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.
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.
A sound plan starts by defining your income needs throughout retirement. We help you analyze and maximize your current retirement income benefits including Social Security and company pension plans, ensuring you are have the information you need to make an informed decision.
The common practice of tax planning focuses on minimizing your current tax liability; however, this can often lead to a much greater tax obligation in the future. Through our advanced tax planning process we not only review your current tax situation but also a projection of what your tax situation would look like throughout retirement. Our objective is to help you establish a strategy that both minimize your tax exposure now and throughout retirement.
With a clear understanding of your retirement income needs, sources of income and what you’re current and future tax situation looks like, we will help you establish a risk-managed investment plan that will best fit your needs and increase your probability of a successful retirement. As a fiduciary, we only make recommendations that are in your best financial interest.
You’ve worked hard over the years to build your assets. We will help you develop strategies for a safe and tax efficient transfer of those assets to your desired beneficiaries, including those with special needs or charitable causes, leaving the legacy you desire.
Protecting your family, wealth and future is vital. Understanding financial risks is important, and being unprepared can be a critical mistake. We will discuss how to ensure your financial future from unexpected expenses and life events.
Through our Client Dashboard we utilize best-in-class technology to help our clients organize their entire financial life. We provide a consolidated view of all financial assets, updated daily. Our system provides the ability to create and track your budget, liabilities, insurance, investments and retirement plan in real-time daily, across all financial instruments.
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..
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.