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Retirement Planning

Are your valuable retirement dollars working hard to ensure a secure future for you? We’ll make sure they are.

What are you doing now to support the retirement lifestyle you envision?

Whether retirement seems a long way away or is already a reality, today’s changing times require us to think about the future now. Planning for retirement at any stage of your life means analyzing your needs and wants and setting a course for your most rewarding financial future.

You’ll need up-to-date information to plan a retirement that will let you maintain your lifestyle. Preparing for retirement can seem like a monumental task – especially if you’re still on the job or are just now finding out that your pre-retirement preparations may not be adequate!

We can help you plan a new beginning

Learn about your options by turning to a professional in retirement planning—a Chartered Retirement Planning Counselor or CRPC® designee. A CRPC® designee can provide you with an understanding of complex pre– and post-retirement issues. From helping you maximize sources of retirement income to guiding you through investments, a CRPC® designee will effectively identify and analyze what you should do today to ensure a secure tomorrow.

Services to fit your needs

Want a comprehensive overview and ongoing services to make sure your retirement is smooth sailing? Our signature Wealth Management services combine ongoing portfolio management with holistic financial planning guidance, combined in one convenient package. We prepare a customized roadmap – encompassing retirement, investments, tax, budgeting, estate planning, college, and insurance – to put you in charge of your tomorrows.

If you want a professional evaluation of your overall financial and retirement picture and preparation of a customized retirement roadmap without investment guidance, our Financial Planning services might be the best fit for you.

If your retirement planning is already on track, and you’re seeking cost-effective investment management for your retirement nest egg, our AFA Advantage portfolio services are perfect for you. This is our most affordable solution when you are looking for investment management expertise without the cost of add-on financial planning services.

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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