Services
Services
How We Work
Our firm specializes in helping individuals, families, high net worth individuals, and small business owners develop sound financial and retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
Financial Planning
Retirement Planning
Financial Planning
Individual Tax Saving Strategies
Retirement Strategies
Social Security Maximization
Preserving Wealth Strategies
401 (k) Rollover
403 (b) Rollover
College Saving Plans
*Estate Planning
Wealth Transfer
Asset Protection
Charitable Giving
Pension Maximization
*Attorneys prepare the documents
Insurance Services
Disability Income Insurance
Accidental Death Insurance
Life Insurance --Term/ Whole/ UL/ IUL/ VULI.
Guaranteed Issue Life Insurance
Key Person Insurance
Buy-Sell Insurance
Long-Term Care Insurance
Critical Illness Insurance
Medical Supplement Insurance
Individual Health Insurance
Short Term Medical Insurance
Medicare Policies
Small Business
Group Volunteer Employee Benefits
Group Health Insurance
Group Life Insurance
Group Disability Insurance
Disability Overhead Insurance
Tax Saving Strategies
Business Valuation Determination
Buy-Sell Agreements
Succession Planning
Pension Risk Transfer
401 (k) Setup & Management
Executive Deferred - Compensation Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
afg@afingrp.com | 304-935-2230