Our values-based approach distinguishes us from other firms. While they focus on numbers, we focus on creating a comprehensive plan to help you pursue your real-life goals. Rather than inundate you with industry jargon, we speak simply and honestly about the values that define who you are. To us, it's your goals, your concerns, and your values that matter most.

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.

The Bucket Plan® helps mitigate the greatest dangers of retirement today; -market risk, interest rate risk and sequence of returns risk. And at the same time also keeping an eye to legacy planning too, particularly to provide income for a surviving spouse.

At American Financial Consultants, Inc. (AFC) our mission is simple: to provide personalized investment guidance that attempts to help minimize our client’s financial concerns while at the same time working to help achieve their financial dreams.