⭐⭐⭐⭐⭐ Serving 250+ Happy Clients Since 1979
Financial Freedom for the American Family
Create Independence from Taxation & Inflation
Financial Freedom for the American Family
Create Independence from Wall Street & Taxation in Retirement
Don't Become Another Casualty in Retirement
Take a stand against what threatens your financial freedom
Current National Debt
A Federal Reserve Survey reports…
The average American feels they need to save $1.9 million for retirement.
Taxes represent the greatest expense for retirees between the ages of 62 and 75 with annual household incomes greater than $100,000.
4 in 5 Americans lack the necessary retirement planning to create a secure income.
The average retired couple will need an estimated $300,000, post-taxes, to pay for health care expenses — not including long-term care.
96% of retirees are losing out on $111,000 of potential Social Security income due to common mistakes.
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
A Federal Reserve Survey reports…
The average American feels they need to save $1.9 million for retirement.
Taxes represent the greatest expense for retirees between the ages of 62 and 75 with annual household incomes greater than $100,000.
4 in 5 Americans lack the necessary retirement planning to create a secure income.
The average retired couple will need an estimated $300,000, post-taxes, to pay for health care expenses — not including long-term care.
96% of retirees are losing out on $111,000 of potential Social Security income due to common mistakes.
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
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 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.
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:
info@theafigroup.com
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:
info@theafigroup.com
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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