What We Do

What Are Your Priorities? – Faith. Family. Charity. Education. Travel. Financial Security?

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.

A Personalized Financial Program

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:

Access to money managers whose experience and knowledge is typically reserved for very wealthy investors and institutions.
Broad diversification across multiple asset classes and investment styles, helping you pursue your financial goals prudently while attempting to minimize risk.
Tax efficiency through year-round tax harvesting, which allows you to offset realized capital gains and other income, and potentially improve your overall tax situation.
Convenient access to your account information with one statement, one performance report, and the ability to view your account information online 24/7.

Plan Today and Work Toward Securing Your Financial Future

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:

Navigate the ever-changing and often confusing landscape of today’s investment world.
Evaluate your current retirement plan options.
Structure your investments to match your goals.
Plan to protect you against potential illnesses, disability, or death.
Create a plan for additional savings to help reach your goals.

As retirement draws near, we can work with you to:

Design a strategy to create a steady stream of income, while working to help ensure you don’t outlive your resources.
Consolidate your retirement accounts and simplify your distributions.
Invest your retirement assets in a way that best protects your hard-earned savings from taxes and short-term market volatility.

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.

Retirement and Income Planning

Our Values-Based Approach

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.

Make Retirement As Unique As You Are

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.

Multiple Retirement Accounts? We Can Show You Your Options

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.

Leaving a Lasting Legacy

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:

Help protect the assets you’ve accumulated
Help ensure your assets pass on to your beneficiaries as you intended
Enable faster transfer of assets by avoiding or at least accelerating probate
Help minimize estate taxes and unnecessary expenses

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:

Is your plan up to date?
Have you planned properly for the possibility of a family member’s incapacitation?
Have you considered setting up a living trust?
Have your adult children planned their own estates?
If you are a business owner, have you planned for the appropriate transfer of
business assets?

If any of these needs sound familiar, let’s create a customized solution for you, and let’s create that solution together!

Get Started Today!

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