So much of what is important to you revolves around your personal values. As we assess your needs and help you chart a course for financial independence, we will begin by asking: “What’s important to you?”
Whatever it is that defines who you are, we will help ensure your core values are reflected in the customized plan we develop.
Most importantly, we’ll be there whenever you need us—every step of the way. Our top priority is helping you realize your dreams and goals.
As part of our effort to align your finances with your core values, we offer highly customized, actively managed investment portfolios. With American Financial Consultants, you will get:
Regardless of your age, retirement planning is an essential part of your overall financial plan. The decisions you make now will influence your quality of life in the future.
American Financial Consultants can help you:
As retirement draws near, we can work with you to:
American Financial Consultants can’t anticipate every turn life’s journey might take. While no one likes to think about the possibility of a long illness, disability, or death, preparing for these possibilities is an important part of achieving long-term financial security.
We help you evaluate your essential insurance needs in the areas of life, disability, and long-term care, assessing the appropriate level and type of insurance you may require at various times in your life. American Financial Consultants will create a properly constructed, well-thought-out plan to fit your needs, whether that is asset protection, income replacement, estate planning, or wealth transfer.
At American Financial Consultants, we believe our role is to help you align your financial resources with the things in life that are most important to you. Financial health means more than just dollars and cents. It can mean freedom, security, dreams, opportunities—and we love making those things more attainable through financial planning.
While there are some great tips out there about saving for retirement, there is no such thing as a cookie-cutter plan. When, where, and how much you save all depends on you—your ideas, your dreams, your values. That’s why we start by listening. Then we walk through all your options for reaching your unique financial goals.
Do you have retirement savings—like a 401(k) or IRA—from a former employer but aren’t sure what to do with it? You’re in the right place. We can take a look at what you have, then walk through all of your options, so you can decide on a next step that fits your values and you’re future plans.
American Financial Consultants can assist with a critical piece of the long-term planning puzzle—ensuring your family’s financial future by helping you devise an estate plan. While it may not be at the top of your “to-do” list today, an estate plan can play a vital role in your family’s financial future. A properly planned estate can:
Working with your attorney and accountant, or one we can refer you to, we will coordinate and implement your family wealth plan and address these questions:
If any of these needs sound familiar, let’s create a customized solution for you, and let’s create that solution together!