⭐⭐⭐⭐⭐ Serving 250+ Happy Clients Since 1979

Financial Freedom for the American Family

Create Independence from Rising Taxation, Inflation & Wall Street Institutions

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

AFI Group Photo

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

AFI Group Photo

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

This strategy is so powerful that I now offer it to all of my employees.

- Craig Williamson

I have been working with Advanced Financial for over 20 years and their honesty is unparalleled.

- Miguel Zaldivar

After helping us navigate through the 2000’s, there is no one that I trust more than Advanced Financial.

- Chris Garner

Steve and his team have treated us like family. They have been there for us anytime we’ve needed their help.

- Brian Wong

The annual reviews and ongoing education helped us improve our plan significantly.

- Michael Downer

The 3D Planning Process

Giving you and your family clarity about the RISKS you face that could compromise your dreams. 

DISCOVER

Request a complimentary investment portfolio “STRESS TEST” to uncover the greatest risks that could keep you from achieving your goals! It never hurts to gain some additional perspective.

DEVELOP

We will take your stress test and apply the unique strategies we have developed over the last 30 years to show you the positive impacts they can have by eliminating those risks you face up to and during retirement.

DELIVER

When you choose to implement the strategies we recommend, we’ll provide you with a cost analysis report,  a step-by-step execution plan, and consistent reviews where we may adjust along the way. After all, life can be full of changes.

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.

Retirement plan in 3D works

The American Retirement Plan in 3D

Simplify Your Retirement Planning with Our Easy-to-Use American Retirement Plan Workbook

Get Your Complimentary Workbook Now!

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.

Choose The AFI Group to Optimize Your Financial Future

Planning your retirement and securing your financial future is crucial. At AFI Group, we specialize in comprehensive financial planning services to help you optimize your retirement strategy and achieve your goals. Here's why choosing us matters:

  • Increase Your Retirement Income: Work with our experienced financial advisors to maximize your net spendable retirement income. We'll guide you through optimizing Social Security benefits, ensuring significant income enhancements. Not working with us means missing out on potential opportunities.

  • Reduce Retirement Taxes: Our financial planning services include tax-efficient retirement strategies, minimizing your income tax obligations. We'll help you identify legal ways to reduce tax liability. Failing to make changes may result in unnecessary taxes and reduced net income in retirement.

  • Maximize Wealth for Heirs: Protect your assets and ensure a smooth wealth transition with our estate planning strategies. We offer guidance on estate tax planning, wealth transfer, and asset protection through trusts. Not working with us risks diminished inheritance and potential tax and legal complications.

Choose AFI Group for a prosperous retirement. Optimize Social Security benefits, reduce taxes, and secure your financial future. Don't leave it to chance—secure your path to a prosperous retirement with us.

PROTECT YOUR FAMILY LEGACY

FROM THE UNCERTAINTIES OF TOMORROW

It is time to become financially independent from

market volatility, inflation and government legislation!

  • Break FREE From Rising Taxes

  • Enjoy The Freedom of Diversification

  • Pass on More Wealth to Your Heirs

CONTACT US:

[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

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.

CONTACT US:

[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

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.