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How We Work

AFS specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Traditional IRA
Roth IRA
529 College Savings Plans
SEP/SIMPLE Small Business Plans
401k and Profit-Sharing Plans
Separately Managed Accounts
Tax-Conscious Active Strategies
Active Mutual Fund and ETF Strategies


Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Financial Planning

Retirement planning
Cash management
Estate succession
Business Succession
Tax-advantaged investing
College payment
Comprehensive Insurance assessment

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 240-261-4572