THE POWER OF PARTNERSHIP
Offering Financial Planning and Advisory Services through with Security America Advisors, Inc, American Financial Network can design and build a financial plan that is custom tailored to fit the needs and goals for each of your valued employees.
Our in depth analysis & design are critical components for creating a comprehensive and effective financial plan. Our additional management options and integrated services make this one of the most customized planning programs you have ever seen.
FINANCIAL PLANNING- Analysis & Plan Design |
WEALTH MANAGEMENT- Assets Under Supervision |
INTEGRATED SERVICE PROVIDERS- Alignment of Specialists |
Our Premium Executive Planning Program is the perfect way to ATTRACT, RETAIN & REWARD your top-level executives, your long-time assistant and your hard-working sales team.
Our independence allows us to bypass the often-cumbersome burdens and restrictions of proprietary financial institutions. Because we are not restricted by sales goals or hindered by product limitations, we can focus on acting in your best interest and accomplishing your goals.
Our resources allow us to offer clients the optimum investment environment — the scope and depth of a larger financial institution along with the personalized service and hands-on support of a more intimate firm.
The combined experience of American Financial Network and Securities America has given us the ability to develop personalized solutions and the wisdom to apply these solutions towards your success.
Securities America and its representatives do not provide tax or legal advice. Tax and legal services are coordinated with the appropriate third-party tax or legal professionals.
Fees for Premium Executive Planning will vary based on time, complexity and number of services provided.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC and Financial Planning & Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. American Financial Network and the Securities America companies are not affiliated.