We give you Straight Talk about your next chapter.
AFC Wealth can help you no matter where you are in your personal or business planning.
Our goal is to guide you through the process of building, accumulating and distributing wealth, because there’s nothing like the feeling of having confidence in your financial future.
We want you to have the ability to enjoy life and do what you love: a good financial plan works towards that, and AFC Wealth will try to help you get there.
List of Services
In everything we do, working together is key.
Communication is vital.
AFC WEALTH HANDLES THE FOLLOWING SERVICES FOR CLIENTS:
- Comprehensive financial planning for individuals, families, & small business owners
- Life insurance
- Retirement income planning
- Tax-free investments
- Employee retirement & deferred compensation plans for business owners
- Wealth management, preservation & transfer strategies
- Fee based accounts
- Traditional IRA, Roth IRA, SEP IRA, Simple IRA & Educational IRA
- Overall risk management utilizing life, disability & long-term care insurance strategies
- Brokerage accounts
- College savings plans
- Portfolio management
YOU DON’T HAVE TO BE RICH TO WORK WITH US
Many investment advisors have a minimum dollar investment level. We don’t.
Our typical client has a net worth of approximately one million dollars, but that’s not all we look at when evaluating the potential for a good relationship. Realistically, you need to have some resources to enable us to help you, but our minimums start with different criteria.
It’s all about the relationship: are we a good fit for you? Are you a good fit for us? Do you feel comfortable enough to share important details about your goals and finances? Have you been referred by an existing client?
If so, we want to help you.
WHO IS THE ‘MILLIONAIRE NEXT DOOR’?
The ‘Millionaire Next Door’ is probably you; you just don’t know it yet.
These folks drive affordable cars. They’ve savvy about their expenses, and know how to spend less than they make. They take modest vacations, go out to eat at local restaurants, have homes worth around $400,000, 401ks or pensions worth $750,000, a cottage that’s paid for, $75,000 in their checking and savings, some CDs worth $100,000, another $100,000 in stocks they have had for decades, and an inheritance on the horizon for about $750,000. Plus, many clients own life insurance. When you put it all together, it adds up quickly.
Our clients are typically the ‘Millionaire Next Door’. They range from ‘white collar’ executives to people who own their own businesses. They include firefighters, physicians, small business owners in the construction industry, and employees at Fortune 500 companies. They are individuals, families, and small business owners trying to grow, keep or transfer their wealth. They’re people like you.
Sound like a good fit?
Call today and set up an appointment discuss your financial goals.
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Every month, Matt shares his mildly interesting thoughts on life and money. No pressure.