⭐⭐⭐⭐⭐ 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 Plan
OUR UNIQUE PROCESS
We help conservative, value-driven families achieve financial independence, and build a lasting legacy, guiding them step-by-step for peace of mind and future prosperity.
We help create a personalized emergency plan to protect against job loss, income gaps, death, or medical crises. By assessing your situation—marital status, income, and dependents—we ensure you're prepared for life's uncertainties. This plan provides a safety net for your family's well-being when it’s needed most. ...
Our retirement income planning builds a portfolio of income-generating assets for a comfortable, worry-free retirement. We focus on strategies to help you achieve financial independence early, allowing more time for family, faith, and community. ...
Our legacy planning protects and optimizes your wealth, ensuring tax-free transfer to future generations. We help preserve multi-generational wealth, securing your family's financial future and supporting your values for years to come. ...
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.
Unlock your Financial Freedom Today!
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.
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.