Our Process

Before we ever make the first recommendation, we talk with you about your investment goals, available resources, desired rate of return, and risk tolerance. We then like to spend time discussing your financial hopes as well as your financial fears. This one-on-one discussion allows us to customize an investment strategy to fit your specific needs.

Our interest in your success doesn’t stop there.  We will carefully monitor your portfolio’s progress. Depending on the complexity of your financial strategy, we will schedule quarterly, semi-annual, or annual reviews to discuss your progress in order to make any necessary modifications.

This ongoing commitment to your changing needs is just one more reason to trust George “Lisle” Cheatham and the staff of American Financial Consultants, Inc. with your financial future.