AFA offers advice on cash flow, assets and debts, investments, insurance/ annuities, education funding, employee benefits, and retirement and estate planning.
We apply a disciplined, passive investment philosophy which focuses on cash required timeframes, low costs, tax efficiency, low portfolio turnover and diversification in all of our portfolios.
We are paid only from the fees that we receive from clients. We do not sell products and receive no commissions, referral fees, and monies from revenue sharing or compensation from third parties.
AFA’s financial practice is motivated by a desire to make excellent financial advice available to all people who have enough income, net worth and assets to get a reasonable return on advice given by a Certified Financial Planner®.