PRODUCTS & SERVICES
 
 Serving both Individual and Corporate Clients, American Financial Network offers access to a comprehensive menu of financial products and advisory services.


American Financial Network - Financial PlanningFINANCIAL 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