⭐⭐⭐⭐⭐ Serving 250+ Happy Clients Since 1979
Financial Freedom
for the American Family
SECURE YOUR FUTURE, DEFEND YOUR LEGACY
Financial Freedom for the American Family
Create Independence from Taxation & Inflation
Don't Become Another Casualty in Retirement
Take a stand against what threatens your financial freedom
Current National Debt
Click on the link below to learn everything you need to know
to protect your retirement income and optimize all of your benefits.
Don't Become Another Casualty in Retirement
Take a stand against what threatens your financial freedom
Current National Debt
Click on the link below to learn everything you need to know
to protect your retirement income and optimize all of your benefits.
The AFI Group
Established in 1979
Military Veterans | Family Values | Public Speakers | Authors
Our Family Wants to Protect Your Family
Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.
We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is fully optimized and represents your family's values and objectives.
The AFI Group
Established in 1979
Military Veterans | Family Values | Public Speakers | Authors
Our family wants to protect your family
Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.
We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is fully optimized and represents your family's values and objectives.
Client Testimonials
The American Financial Freedom Blueprint
The Step-by-Step System to Protect, Grow, and Transfer Wealth with Purpose
The 3D Retirement Planning Process
Giving you and your family clarity about the RISKS you face that could compromise your dreams.
Financial security is a hot topic for seniors in America, and there are many potential risks that could present themselves to those without adequate financial footing. For this reason, it's important not just how much you have but also where your money comes from when retirement begins.
Elite Resources for Purposeful Wealth Planning
Free Tools, Workbooks, and Guides to Help You Retire Confidently and Protect Your Wealth
Your Retirement Strategy Deserves More Than Guesswork
Retirement today takes more than savings—it takes strategy.
The AFI Resource Center offers curated guides, videos, and tools to help you navigate income, taxes, healthcare, and legacy planning with clarity. Whether you're nearing retirement or already there, use these resources to avoid costly mistakes and build a plan that protects your wealth and purpose.
Elite Resources for Purposeful Wealth Planning
Free Tools, Workbooks, and Guides to Help You Retire Confidently and Protect Your Wealth
Your Retirement Strategy Deserves More Than Guesswork
Retirement today takes more than savings—it takes strategy.
The AFI Resource Center offers curated guides, videos, and tools to help you navigate income, taxes, healthcare, and legacy planning with clarity. Whether you're nearing retirement or already there, use these resources to avoid costly mistakes and build a plan that protects your wealth and purpose.
Two Legacies. One Choice:
Leave It to Chance—or Lead with Purpose and Protect What Matters.
Every day you wait could cost you thousands in lost income, avoidable taxes, and missed legacy opportunities. The truth? Retirement doesn’t reward those who delay—it rewards those who plan.
At AFI Group, we help high-income professionals and families make informed, strategic moves to accelerate financial freedom and build a lasting legacy. A 15-minute discovery call could reveal exactly what you're missing.
What’s at Stake?
Missed Opportunity vs. Increased Retirement Income: Not optimizing Social Security or income sequencing can quietly drain your retirement. We help you capture more of what you’ve earned—net spendable income, not just theoretical returns.
Overpaying the IRS vs. Strategic Tax Reduction: Without a proactive tax strategy, your retirement income could be taxed more than necessary. We design legal, tax-efficient plans to help you keep more of your wealth.
Diminished Legacy vs. Intentional Wealth Transfer: A poorly structured estate plan can lead to unnecessary taxes, family conflict, and lost assets. Our strategies protect your legacy and empower the next generation.
This Is the Moment to Decide
You can keep hoping things work out—or you can take one step toward clarity and control.
Two Legacies. One Choice:
Leave It to Chance—or Lead with Purpose and Protect What Matters.
Every day you wait could cost you thousands in lost income, avoidable taxes, and missed legacy opportunities. The truth? Retirement doesn’t reward those who delay—it rewards those who plan.
At AFI Group, we help high-income professionals and families make informed, strategic moves to accelerate financial freedom and build a lasting legacy. A 15-minute discovery call could reveal exactly what you're missing.
What’s at Stake?
Missed Opportunity vs. Increased Retirement Income: Not optimizing Social Security or income sequencing can quietly drain your retirement. We help you capture more of what you’ve earned—net spendable income, not just theoretical returns.
Overpaying the IRS vs. Strategic Tax Reduction: Without a proactive tax strategy, your retirement income could be taxed more than necessary. We design legal, tax-efficient plans to help you keep more of your wealth.
Diminished Legacy vs. Intentional Wealth Transfer: A poorly structured estate plan can lead to unnecessary taxes, family conflict, and lost assets. Our strategies protect your legacy and empower the next generation.
This Is the Moment to Decide
You can keep hoping things work out—or you can take one step toward clarity and control.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
POWERED BY: ADVISOR MARKETING HUB
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.