Family Financial Independence Program

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

Empower your employees with a financial wellness program.  

What does financial peace of mind look like for you? How good would it feel to know that your financial advisor, insurance agent, CPA and your estate planning attorney were working together to achieve the dreams and goals that you have for your family's future?

Financial wellness, put simply, is the ability to have a healthy financial life. It means...
your debts are paid, you have a healthy emergency fund, a plan to pay for college, retirement savings (insulated from rising taxes), a plan for long term care and an estate plan. 

The bottom line is that financial wellness is about feeling good about your financial health now and in the future. 

Our experts help familes through one-on-one planning, educational webinars, and on-demand consulting. 

Your Certified Financial Trainer will work with you to tackle the following:


Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.

Budgeting & Saving

Dream bigger, spend smarter. We'll crunch the numbers and show you exactly how much you should be saving with a budget that makes room for the things you love most while getting rid of the stuff you don't.

Debt Repayment

Whether it's student loans or credit card debt, we can help develop a plan to refinance (if needed) or determine which debt to pay down first. We can also help you improve your credit score.

Emergency Preparation

The right amount of emergency savings will provide you the peace of mind you deserve. Understanding the proper level of insurance (you may or may not need) can save you thousands in expenses.

Investment Education

We'll walk you through the investment landscape. Understanding different investments and how to properly evaluate returns, expenses, and tax implications will empower you to make the decision that's right for you.

Tax Planning

Understanding the complicated world of taxation will set you free from the fear of the tax-man. Once you learn all the different ways you can reduce the taxes you pay, you get excited about all the money you will save.

Retirement Plan

Let's develop a road map that will actually set you on a journey toward a retirement that you can get excited about. We can make adjustments along the way, but we will help you stay on the the path that will get you there.

Legacy Planning

Everyone wants to leave a legacy. Whether it is sending your kids to college, paying off your mortgage, or creating an inheritance for the next generation, we can develop a plan to make it happen.

Request a 2-week FREE TRIAL!

No obligation or payment information required

Request Now!

Additional Benefits:

Financial Education & Resources Mobile App

Financial Education & Resources Mobile App

This complimentary tool makes planning for your retirement and estate as easy as pushing a button on your phone. All these tools at your fingertips...

> On-demand Advisors
> Retirement Calculators
> On-Demand Webinars
> Educational Videos
> Latest News

Best Selling Books & Documentaries

Best Selling Books & Documentaries

Get access to best selling books and videos about financial wellness and independence to enhance your family legacy.

> How to pay down debt
> Reduce Income Taxes
> Guaranteed Income
> Financial Independence
> Planning Your Legacy

Personal Financial Management Mobile App

Personal Financial Management Mobile App

We bring together all of your accounts, bills and more,
so you can conveniently manage your finances from
one dashboard.

> Account Balances
> Budgets & Planning
> Credit Score
> Net Worth
> Cash Flow Reports

Financial Independence Advisory Facebook Group

Financial Independence Advisory Facebook Group

The Financial Independence Advisory Facebook group is a place to learn and share knowledge of how to create financial independence.

> Budget & Panning
> Debt Prioritization
> Reducing Income Taxes
> Guaranteed Income Planning
> Legacy Planning

Family Pricing Plan

Your membership benefits extend to all of your family members
(parents, siblings and children). 

Monthly Membership

Monthly Fee
$49.97 (Cancel at any time)

Annual Membership

Annual Fee
$494 (a $105.64 savings)

Help us Make an Impact!

Buy one, give one. For every membership purchased, we will personally donate
a year's worth of advisory services to a family in need.

"78% Of Workers Live Paycheck To Paycheck" - Forbes."

The Process

Step 1 - Discovery Call

Step 1 - Discovery Call

The first step in the process is to asses where you are at in the financial wellness, retirement savings and estate planning process. It begins with a short phone call to asses your values, goals and objectives.

Next, we will collect the necessary data to create a "Financial Independence Report" that can be used as your roadmap to maximize your retirement income and ensure the legacy you wish to leave to your spouse, family and/or charities. 

Learn more about the call
Step 2 - Review the Report

Step 2 - Review the Report

This comprehensive report will include...


These reports will show you strategies that will protect your assets, your health care and the legacy you want for your spouse and/or children.

Step 3 - Choose What to Learn

Step 3 - Choose What to Learn

At the end of your initial review of the "Financial Independence Report", you will get an opportunity to decide which financial strategies and resources you would like to learn more about.

You may want to learn more about reducing debt, accumulating more, protecting your savings, reducing long-term tax liability, optimizing social security, creating a long term care plan or creating an estate plan, you will get to choose. 

Your Financial Independence Program includes one 30-minute learning session per month in addition to all the other self service resources that are included with your membership.


If you would like to apply for an approval to have The AFI Group implement or manage any part of the Financial Independence Plan that was created for you, please submit a form below to request an application. This will allow you to access all of the membership benefits at no cost. The request for application does not commit you to any investments. Once an approval has been received, you can then decide whether to move forward or choose the fee-based membership service. 

Request an Application!

Thank you! Oops!