At American Financial Consultants, we take a values-based approach to planning your financial future.
Our values-based approach distinguishes us from other firms. While they focus on numbers, we focus on creating a comprehensive plan to help you achieve 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.
Products and Services
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.
Everyone has a Risk Number. Do you know yours?
Every person is unique and has certain characteristics and qualities that make them who they are. In the same way, every investor has a unique tolerance regarding risk and reward that is frequently independent of age.
There are many different financial advisors and financial firms out there to choose from. When deciding who to partner with to help you accomplish your goals, it's important that you understand how they operate and what they value.
We are different than other firms - and that's a good thing! We are an independent, team-based office, led by George “Lisle” Cheatham, II, a Certified Financial Fiduciary® with over 30 years of experience. We believe that having a written financial plan is paramount to achieving your financial goals! Let's connect so we can start a conversation!
George “Lisle” Cheatham was raised in South Central Kentucky, where life has given him the opportunity to serve his Commonwealth, his community and his clients in a number of capacities through the years. It's those same small town Kentucky values and commitment to service that are a cornerstone of George's own business for over 30 years.
Find Out Your Risk Number