OUR SERVICES
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Money & Opportunities
Portfolio management is just a fancy way of saying out of all the options out there, this is the one that is right for you, right now.
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Minimizing Your Taxes
With the team at AFI, minimizing your taxes is all about only paying your fair share. Why would you want to pay any more?
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Funding Your 2nd Life
At some point everyone’s work life comes to an end, and your second life begins. You might as well maximize the outcome.
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Kids Are Expensive
Saving for college is just one of many paths our kids can travel. Regardless of the path, every kid has the opportunity to reach their financial independence with proper planning.
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Life's Loose Ends
Life's hardest decisions are best made with the help of friends you trust. Proper estate and legal planning can tie up life's loose ends, so you will know who is in control when you cannot be.
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Your Owner's Manual
Many decisions with the biggest impact on your future have nothing to do with the stocks you buy or sell. Wouldn't it be nice to have a big picture manual to see if you are on the right track?
Contact us.
Whether you’re curious about our services, ready to get started, or simply have no clue where to begin—we’re ready to answer any and all questions.