Operation Retirement Freedom

The Exclusive Resource Vault
for Financial Freedom

SECURE YOUR FUTURE, DEFEND YOUR LEGACY


Tactical Strategies for Financial Freedom, Since 1979

Expert Guidance: Learn from seasoned professionals dedicated to your financial success.

Comprehensive Strategies: Gain insights into retirement optimization, tax reduction, estate planning, and more.

Flexible Learning: Access courses anytime, anywhere, at your own pace.

Actionable Steps: Implement practical solutions tailored to your financial goals.

Operation Retirement Freedom

The Exclusive Resource Vault for Financial Freedom

SECURE YOUR FUTURE, DEFEND YOUR LEGACY


Tactical Strategies for Financial Freedom, Since 1979

Our online courses offer:

Expert Guidance: Learn from seasoned professionals dedicated to your financial success.

Comprehensive Strategies: Gain insights into retirement optimization, tax reduction, estate planning, and more.

Flexible Learning: Access courses anytime, anywhere, at your own pace.

Actionable Steps: Implement practical solutions tailored to your financial goals.

Why are people signing up?

Testimonial Slider
"The AFI Group's master classes transformed our approach to retirement planning. We're now confident about our financial future."
- Casper B. (Military Veteran)
Casper B.
"Thanks to The AFI Group, we've optimized our taxes and secured our family's legacy. I am glad I enrolled."
- Oliver T. (Business Owner)
Oliver T.
"I’ve attended financial workshops before, but none have matched the clarity and depth of The AFI Group’s master classes. My appointments with their advisors feel more productive now that I understand the process."
- Karen P. (Small Business Entrepreneur)
Karen P.
"I used to think managing market volatility was out of my control. Thanks to the AFI Group, I now have strategies that protect my investments and maximize returns. Life-changing!"
- Alan N. (Retired Police Officer)
Alan N.

Movies and Documentaries

"Award-Winning Documentaries on Wealth, Taxes & Legacy Protection."

Watch gripping films and hard-hitting documentaries that uncover the financial challenges every American faces.

AFIS Movie Slider
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Masterclasses

"Master the Art of Wealth Protection, Tax Reduction, and a Secure Retirement."

Equip yourself with the strategies needed to defend your wealth, minimize taxation, and retire with confidence.

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Why are people signing up?

Testimonial Slider
"The AFI Group's master classes transformed our approach to retirement planning. We're now confident about our financial future."
- Casper B. (Military Veteran)
Casper B.
"Thanks to The AFI Group, we've optimized our taxes and secured our family's legacy. I am glad I enrolled."
- Oliver T. (Business Owner)
Oliver T.
"I’ve attended financial workshops before, but none have matched the clarity and depth of The AFI Group’s master classes. My appointments with their advisors feel more productive now that I understand the process."
- Karen P. (Small Business Entrepreneur)
Karen P.
"I used to think managing market volatility was out of my control. Thanks to the AFI Group, I now have strategies that protect my investments and maximize returns. Life-changing!"
- Alan N. (Retired Police Officer)
Alan N.

Movies and Documentaries

"Award-Winning Documentaries on Wealth, Taxes & Legacy Protection."

Watch gripping films and hard-hitting documentaries that uncover the financial challenges every American faces.

AFIS Movie Slider
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← swipe to see more

Masterclasses

"Master the Art of Wealth Protection, Tax Reduction, and a Secure Retirement."

Equip yourself with the strategies needed to defend your wealth, minimize taxation, and retire with confidence.

← swipe to see more

Blog Articles

"Defend Your Assets. Minimize Taxes. Secure Your Legacy."

Stay ahead with expert articles, in-depth analysis, and actionable strategies to protect your financial future.

The Retirement Roadmap

The Retirement Roadmap: Your Guide to a Successful Financial Plan

Retirement planning without a clear strategy is like driving cross-country without GPS—you might eventually get there, but not without wrong turns, wasted time, and costly detours. Are you sure you're on the right path?
The Great Retirement Election Showdown

The Great Retirement Election Showdown: Where Trump and Harris Stand on Key Retiree Issues

Election seasons bring plenty of noise, but for retirees, the real question is: How will these policies hit your wallet? Let’s break down where Donald Trump and Kamala Harris stand on key retirement issues—no politics, just the facts.
The Crushing Weight of Debt in Retirement

The Crushing Weight of Debt in Retirement: What Every Retiree Needs to Know

Retirement should be about freedom, not financial stress. Yet for millions of retirees, debt has quietly turned their golden years into a growing burden. Discover why this 'silent epidemic' is on the rise—and how you can break free.
How Tax Buckets Can Transform Your Retirement Strategy

How Tax Buckets Can Transform Your Retirement Strategy: A Guide to Taxable, Tax Deferred, and Tax-Free Accounts

Retirement planning isn’t just about saving—it’s about saving smart. Understanding the three tax buckets—taxable, tax-deferred, and tax-free—can mean the difference between keeping more of your wealth or losing it to taxes.
Planning Your 8,000 Days of Retirement

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement isn’t just one long vacation—it’s a journey with four distinct phases, each requiring its own game plan. Understanding these stages can help you stay prepared financially, emotionally, and physically.
New Year’s Resolutions for Retirement

New Year’s Resolutions for Retirement: Why Financial Planning Matters

New Year's resolutions like 'save more' or 'spend less' often fade without a solid plan. If you're nearing or in retirement, now’s the time to build a clear strategy that covers income, risk, taxes, healthcare, and estate planning.

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The Retirement Roadmap

The Retirement Roadmap: Your Guide to a Successful Financial Plan

Retirement planning without a clear strategy is like driving cross-country without GPS—you might eventually get there, but not without wrong turns, wasted time, and costly detours.
The Great Retirement Election Showdown

The Great Retirement Election Showdown: Where Trump and Harris Stand on Key Retiree Issues

Election seasons bring plenty of noise, but for retirees, the real question is: How will these policies hit your wallet?
The Crushing Weight of Debt in Retirement

The Crushing Weight of Debt in Retirement: What Every Retiree Needs to Know

Retirement should be about freedom, not financial stress. Yet for millions of retirees, debt has quietly turned their golden years into a growing burden.
How Tax Buckets Can Transform Your Retirement Strategy

How Tax Buckets Can Transform Your Retirement Strategy: A Guide to Taxable, Tax Deferred, and Tax-Free Accounts

Retirement planning isn’t just about saving—it’s about saving smart.
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Downloads

"Guides, Studies & White Papers"

Select a topic to get started. Access free PDFs to organize your finances, plan ahead, and protect what matters — from budgets to estate checklists.

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Financial Planning Calculators

"Run the Numbers. Make Informed Decisions. Secure Your Future."

Estimate retirement needs, debt payoff, and more with easy-to-use calculators — so you can plan with confidence.

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Events

"Maximize Wealth: Exclusive Events"

Join expert-led events on tax strategies, investing, and wealth protection.

Maximizing Security Event AFI Group
Taxes In Retirement Event
Thoughtful Estate Planning Event AFI Group
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Weekly Broadcasts

"Mission-Ready Strategies for Taxes, Wealth Protection & Secure Retirement."

Your go-to show for expert strategies on maximizing retirement income and minimizing tax burdens.

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Events

"Maximize Wealth: Exclusive Events"

Join expert-led events on tax strategies, investing, and wealth protection.

← swipe to see more

Weekly Broadcasts

"Mission-Ready Strategies for Taxes, Wealth Protection & Secure Retirement."

Your go-to show for expert strategies on maximizing retirement income and minimizing tax burdens.

← swipe to see more

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.

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