AMERICAN FINANCIAL NETWORK PHILOSOPHY

 

Brett Ellen and the team of advisors at AFN build tailor made financial plans to fit your personal, business and retirement needs.

THE AFN CONCEPT

American Financial Network offers clients a highly customized approach to planning with comprehensive financial solutions, plus service & support we believe is unparalleled in the industry.

THE AFN COMMITMENT

Committed to preserving investment principal, American Financial Network pays close attention to tax-saving investment strategies, retirement legislation and risk management. Sound financial planning is more critical than ever before.

THE AFN PLANNING PROCESS

Determining a clear concise investment policy is critical for a financial plan to realize its full potential.  Working closely with clients, Brett Ellen and the team of professionals at American Financial Network help:

  • Identify current needs & future goals
  • Determine risk tolerance
  • Evaluate specific investments
  • Design an investment strategy that is consistent with goals & risk level

At American Financial Network, financial planning is an ongoing process which means each plan designed is monitored on a regular and continual basis. Clients receive timely information, reports, one-on-one reviews, access to a collaborative team, plus educational materials and updates.