Financial Independence Program for Individuals

Empower your employees with a financial wellness program.  

Financial wellness, put simply, is the ability to have a healthy financial life. It means your debts are payable and you have ample emergency, college and retirement funds. You’re well prepared to handle any financial crisis.

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

If your employer offers a wellness program, embrace it. It’s one of the best fringe benefits to come along in a generation. Don’t have one? Ask your employer to start one.

Otherwise, you can access these benefits individually through our individual memberships.

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

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

Goal-Setting

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 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!

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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

Pricing For Individuals

This is not a "fee". This is an investment into your future, your happiness and your peace of mind. The real question is...
Can you afford not to do it?

Monthly Plan

$29.97 per month (Cancel at any time)

Annual Plan

One-time $294 payment ($65 savings)

Help Make an Impactt

Buy one, give one. For every membership purchased, we will personally donate
a year's worth of advisory services to a individual 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 financial wellness 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...

  1. DEBT PRIORITIZATION
  2. INVESTMENT OPTIMIZATION
  3. INCOME TAX MINIMIZER
  4. LEGACY PLAN MAXIMIZER

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 resource and/or strategy you would like to learn more about.

You may want to learn more about reducing debt, saving 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.

COMMISSION BASED ADVISORY SERVICES

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!

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