Financial Independence Advisory Program

Client Centered

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.

This 12-month, education based coaching program is designed to give you the accountability you need to work with our advisors to develop a plan that will help you achieve your financial goals.

Whether you choose the fee based advisory program or commission based advisory services, you can expect to receive unbiased fiduciary services that are tailored to your families needs.

Fee-Based Financial Advisory Program

Investment Advisory Services offered through Alphastar Capital Management LLC, Alphastar does not provide legal or tax advice.
Alphastar Capital Management LLC and Inception Financial Services are independent entities.

Individuals

Financial Wellness Program 

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Families

Financial Independence Program

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Employers

Financial Wellness Program for Employers

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Commission Based Advisor Services Provided By The AFI Group

If you would like to apply for an approval to have The AFI Group implement or manage any part of the Retirement Income 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. 

*Life insurance & annuity services provided by Advanced Financial, Brian Walker CA License #0H13310 and commissions are paid to the advisor from the issuing investment carrier. Request an expense analysis report to evaluate the cost of any insurance or annuity product.

*Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management. Asset management fees range from .5%-1.5% depending on asset allocation. Request a fee analysis report to evaluate the true cost of management fees

Request an application!

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