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COVID-19 Notice: Working with Your Advisor Remotely

With your health and our team’s health in mind, our advisors are working remotely to comply with guidelines related to COVID-19. We have access to the technology we need to serve you at the highest level. You can reach us during normal business hours, by email and by phone. Please call the same number. We will hold virtual meetings and will contact you with more details about that process. Your financial well-being remains our top priority. Learn more. 

We help you make retirement, the world's longest coffee break

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Understanding Today's Financial Environment

At The AFP Group, we understand that few things are as personal as your hopes for the future. We believe your relationship with your financial advisors should be as open and comfortable as a good friendship.

Personal, responsive relationships with our clients are what make us different. Our philosophy of service is who we are. Our sensitivity to the personal as well as practical implications of making financial decisions helps make people successful.

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Let us help you plan:

  • Cut Estate Taxes – Retain Your Wealth
  • Pay for College without going broke
  • Find your Road Map to Retirement
  • Choosing the right life insurance for your family
  • A Strategy to Grow Your Money
  • Getting the most out of your private company
  • Why fee-based planning works
  • Establishing Your Legacy
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About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.

The same can be said about your retirement strategy.

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Let's Talk

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