THE AFI GROUP
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FINANCIAL INDEPENDENCE ADVISORY
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 personalized and represents your family's values and objectives.
Learn How To Increase Your Lifetime Income By $1 Million Or More By Reducing Taxes In Retirement
OUR EXPERTS HELP YOU WITH ONE-ON-ONE PLANNING, EDUCATIONAL WEBINARS, AND ON-DEMAND CONSULTING
PERSONAL GOAL SETTING
Develop A Financial Plan
Establish Clear Goals
Personal Accountability
BUDGETING & SAVING
Pay Yourself First
Create a Budget
Spend Smart
DEBT
REPAYMENT
Improve Credit Score
Reinance Loans
Eliminate Debt
EMERGENCY PREPARATION
Start An Emergency Fund
Protective Insurance
Peace Of Mind
INVESTMENT OPTIONS EDUCATION
Retirement Accounts
Alternative Investments
Stocks and Bonds
TAX MITIGATION & POSSIBLE ELIMINATION
How Income Taxes Work
Provisional Income
Deductions and Credits
RETIREMENT INCOME OPTIMIZATION
Maximize Social Security
Annuities
Retirement Income
LEGACY &
ESTATE
PLANNING
Preserving Your Legacy
How to Avoid Probate
Trust vs. Will
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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.
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.