Broker Check

Our Services

While our slate of services is extensive, our focus is strategic. We excel in a broad spectrum of services that includes investment management, retirement planning, risk management, education planning, tax planning, corporate advisory services and more.

At AFN, we embrace a spirit of collaboration in every aspect of our practice. While providing a robust selection of opportunities, our services integrate each aspect of our clients’ financial lives in accordance with their unique goals and ambitions.
 

Corporate Advisory

At AFN, we understand what it takes to establish, nurture, and protect a successful business. Through our corporate advisory services, we provide a holistic menu of strategies to help executives focus on what they care about most: their core business.

We address each firm’s unique set of concerns and challenges with a 360-degree approach. Leading with executive financial planning, we offer an exclusive program designed to meet the distinct needs of key executives. Our in-depth analysis and design are critical components for creating a comprehensive and effective financial plan that strengthens your employees’ financial wellness and empowers them to continue performing at a high level. Our premium executive planning program is the perfect way to attract, retain, and reward your top-level executives.

In addition to providing leading benefit solutions for your executives and employees, we can also help you prepare for a liquidity event with confidence. Whether your firm’s transition is fast approaching or a few years away, preparation is essential. From selecting the right advisors and initiating forward-thinking tax plans to aligning your key team members and more, we will ensure the ultimate transition is as seamless as possible.

For the larger health of your organization, AFN can help with Buy-Sell agreements, ESOPs, and both Qualified and Non-Qualified plans. In addition to Tax Credit/Conservation Easement solutions, we can also further your firm’s community outreach with our Charitable and Philanthropic Planning strategies.

Like a private thinktank, we serve as an objective resource to help your business select and develop strategies that maximize its potential and efficiency. Whatever you hope to achieve, we will serve as an extension of your executive team and always have your best interests at heart. When you partner with AFN, you receive more than financial strategies. You gain a partner and steward to maximize the potential and longevity of your firm.
 

Education Planning

Rising education costs require a forward-thinking plan. For many families, funding a college education will be one of the most capital-intensive challenges they ever face. At AFN, our approach to education planning makes college a reality without making your retirement uncertain. While maximizing the value of your earnings, our advisors can help you prepare for one of life’s biggest investments.

The necessity of “planning ahead” is typically associated with retirement, risk, or tax planning, but lost in the minutia of everything we must anticipate is the increasingly dramatic growth of education expenses. Higher education is becoming so much more integrated into the cultural vernacular. While tuition expenses are increasing more rapidly than most other costs of living, education planning remains one of the often overlooked aspects of the familial financial plan.

AFN offers expertise in the different means of saving for one’s anticipated education expenses including a mix of products like section 529 plans, prepaid college tuition plans, and more traditional means like Roth IRAs or trust configuration. Our team will work carefully to provide the ideal solutions and expertise in and monitoring of both the endogenous and exogenous factors at play.
 

Estate Planning

The value of estate planning cannot be overstated. It is truly the cornerstone of a sound and comprehensive financial strategy. At AFN, we believe the ultimate aim of estate planning is to develop a heritage of excellence for generations to come; one that not only passes on your assets but ensures the preservation of your most cherished values and wishes. To that end, we provide a complete spectrum of estate plans, from the more fundamental solutions to more advanced and comprehensive strategies on the market.

Estate planning requires you to make decisions that have long-term consequences for your family members and loved ones. We pride ourselves on our ability to work with clients and their legal professionals in a seamless and effective manner. However complex your plan may be, we will partner with your estate attorney to secure your own life, the well-being of your family and loves ones, the business you have built, and the causes you value most.
 

Executive & Employee Retention Plans

Your employees are among your most valuable business assets. Whether through non-qualified, deferred compensation, 401k, insurance-based options, or profit-sharing plans, offering an attractive benefits package is an ideal way to attract key talents and build employee loyalty. At AFN, our mission is simple: to provide you with a long-range menu of services that enhances your firm from the inside out. We accomplish this by connecting and educating your company with solutions that reward and retain your key employees while enriching the foundational ethos of your firm.

A successful benefit plan incorporates many aspects including, but not limited to, proper plan design, effective communication, execution, systematic reviews, and consistent benchmarking of institutional products.

Through carefully understanding your goals, we help craft and design plans which reward employees above and beyond their current benefit structure while providing greater cause for them to remain in your firm.
 

Family Office Services

Family office services are essential to addressing the issues affluent families face in navigating the complex world of wealth management. At AFN, we go above and beyond the traditional approach to planning in an effort to provide the industry’s highest standard of attention and guidance. These concierge services focus on the areas of asset management, cash management, risk management, financial planning, estate and generational planning, and lifestyle management.

In collaboration with our strategic partners, AFN oversees and manages every aspect of a family’s financial affairs so you can focus on what really matters in life. In addition to protecting and monitoring what you care about most, our family office service maximizes your most important commodity: time. To ensure the seamless continuity of your financial success, AFN will integrate with your current advisory team including CPA, attorneys, and other trusted advisors to make sure they are all working in a coordinated manner.
 

Financial Planning

Effective financial planning seeks to create stability in the face of life’s many uncertainties. While providing an overview of the big picture, our professionals develop comprehensive strategies that allow our clients to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. Through our holistic approach to planning, our advisors strive to promote your total financial independence. As our experts implement your custom strategies, we will coordinate our process with additional members of your team, including legal, accounting, and trust professionals to help align your plan
 

Financial Solutions Alliance

At AFN, we aren’t just a name; we are truly a network. While our home office unites the industry’s foremost specialists and planning experts, we expand our access through our Financial Solutions Alliance.

An elite network representing service professionals across the United States, the Financial Solutions Alliance aligns industry leaders in tax, legal, finance, cost segregation studies, alternative investments, insurance, conservation easement, and real estate disciplines. In addition to providing our clients with its global presence and perspective, the Financial Solutions Alliance delivers an unparalleled brain trust of branding, coaching, and leadership paradigms.
 

Investment Planning

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to a variety of money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

At AFN, we believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation. As markets shift and your personal needs change, our customized strategies are built to evolve. In an effort to defend your wealth, we employ tax-advantaged strategies and alternative investment strategies that complement your foundation of core stock and bond portfolios.
 

Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that seeks to satisfy your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.

Since our inception, we have helped clients effortlessly transition from the working world into retirement. Through our unique retirement software, we help clients navigate their retirement journey with confidence. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.
 

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. At AFN, we manage risk from a personal and a business perspective. Our resident experts will perform a comprehensive review of your insurance needs to protect against potentially catastrophic risks.

By executing full audits of your existing insurance portfolio, our professionals will ensure you have the proper coverage and asset protection structures in place. We work closely with insurance specialists to provide an independent and objective evaluation of your risk management program.
 

Tax Strategies

Tax strategies are essential to our practice. Timing is equally important as the amount paid, and we recognize that strategies that defer or reduce taxes have a major impact on your bottom line. You worked hard to get here, and your financial plan must be equally responsive in protecting what you’ve built. For clients in both the individual and corporate world, we seek to specialize in maximizing income (both before and after-tax), protecting assets against taxes and inflation, identifying tax deferral and avoidance strategies, and more.

Just as you diversify your assets among cash, stock, bonds, alternative investments, and real estate, our advisors also believe in diversifying your assets from a tax perspective. By incorporating such diversification with careful generational planning, pension plans, deferred compensation plans, and precise investment strategies, our strategies seek to empower you to respond to changes in tax codes and protect your retirement money irrespective of these changes.

Information found on this website is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. All investors should consult with a qualified tax or legal professional prior to making any investment decision. Neither the named Broker Dealer, its representatives, nor the named Investment Advisor offers tax or legal advice.