PRODUCTS & SERVICES
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| Serving both Individual and Corporate Clients, American Financial Network offers 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
- REITS, Partnerships
- Separately Managed Accounts
- Alternative Investments
TAX STRATEGIES
- Maximizing Tax Deductions
- Tax Advantaged Investments
EDUCATION PLANNING
- 529 Plans (College Savings)
- Other Strategies
ESTATE PLANNING
- Proper Management of Family Assets
- Wills, Living Trusts, Foundations
- Minimize Probate Expense & Taxes
RETIREMENT PLANNING
- Identifying Needs in Future Dollars
- Setting Up IRAs and Other Plans
- Rollovers & Lump Sum Distributions
- Roth Conversions
WEALTH MANAGEMENT
- On-going Monitoring of Plan(s)
- Quarterly Reporting & Benchmarks Tracking
- Rebalancing Portfolio
CORPORATE & EXECUTIVE BENEFITS
- Qualified 401(k)s & Profit Sharing Plans
- Defined Benefit Plans
- ESOPs
- Section 125 (Flexible Spending Accounts)
- Custom Designed Group Life
- Deferred Compensation, SERPs and Bonus Plans
- Business Continuation Planning & Exit Strategies
RISK MANAGEMENT
- Life, Health & Disability Insurance
- Long-Term Care
- Captives & Self Insurance
- Key Man Insurance
- Buy/Sell Agreements
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