AMERICAN FINANCIAL NETWORK ADVISORY SERVICES

 

Serving both individual and corporate clients with access to a comprehensive menu of financial products and advisory services.

FINANCIAL PLANNING

The financial advisors at AFN follow a goals driven custom financial planning process which includes a detailed cash flow analysis, evaluation of existing holdings, an investment policy statement and custom allocation design.

INVESTMENTS

  • stocks & bonds
  • mutual funds & money markets
  • BDCs, REITS, partnerships
  • separately managed accounts
  • alternative investments

TAX STRATEGIES

  • maximizing tax deductions
  • tax advantaged investments

EDUCATION PLANNING

  • 529 college savings plans
  • other strategies

ESTATE PLANNING

  • proper management of family assets
  • wills, living trusts, foundations
  • charitable lead & charitable remainder trusts
  • minimize probate expense & taxes

RETIREMENT PLANNING

  • identifying needs in future dollars
  • setting up IRAs and other plans
  • rollovers & lump sum distributions
  • roth conversions
  • stock option planning

WEALTH MANAGEMENT

  • quarterly reporting & benchmarks tracking
  • ongoing monitoring of plans
  • rebalancing portfolio

RISK MANAGEMENT

  • life, health, long term care & disability insurance
  • premium finance
  • captives & self insurance
  • key man insurance & buy/sell agreements
  • private placement and future executive

CORPORATE & EXECUTIVE PLANNING

  • qualified 401k & profit sharing plans (ESOPs)
  • defined benefit plans
  • insurance based benefit plans
  • advanced institutional insurance planning
  • flexible spending accounts
  • voluntary supplemental insurance
  • custom designed group multi life, COLI
  • strategic deferred compensation, SERPs
  • STIPs and LTIPs
  • executive financial planning program
  • business continuation planning & exit strategies

FAMILY OFFICE SERVICES

  • building a team of professional champions for your family
  • centralized management and oversight
  • tax, estate, education, business, philanthropic planning
  • administrative support of family affairs

FINANCIAL SOLUTIONS ALLIANCE

  • elite network of service professionals across the US
  • tax, legal, banking, finance, real estate
  • branding, coaching, leadership