Services – AFS Wealth Management

Services We Provide

Tailoring comprehensive plans carefully designed to meet your specific financial needs and goals.

Providing hands-on management of your investments that incorporate your tolerance and capacity for risk.

Calculating income requirements and building sustainable streams of income as you transition into a new chapter.

Determining effective tax strategies to help retain more of your hard-earned money before and during retirement.

Preparing for the transition of your assets to ensure financial security and continuous success to your beneficiaries.

Planning charitable giving strategies that incorporate and maximize tax benefits.

Assessing options for ESOP and stock option participants with tax sensitivity, investment diversification and risk mitigation in mind.

Acting as a resource for your long-term care and life insurance questions.

Please feel free to contact us to see how we can serve your needs.