2600 North Mayfair Road,
At Affiliated Financial Advisors, Inc. our mission is to provide trustworthy, reliable investment services for our clients so they can achieve their financial goals and focus on what is most important to them. We educate clients to enhance their confidence, peace of mind, and investment maturity. In addition, we take a comprehensive approach to coordinate our clients' finances through the various stages of life.
You are the centerpiece of the financial plan. We work with you to determine your risk tolerance and investment objectives. We then tailor a financial plan that is customized for you and capable of accomplishing your goals. Your individual plan is based on sound financial principles and evolves through life’s various stages. In addition, we help you react to changing markets and unexpected events. While markets change, a commitment to success lasts a lifetime. We develop your financial plan using the following process:
Comprehensive ﬁnancial planning is about more than just stocks, bonds, and mutual funds. It is also about retirement planning, college funding, estate planning, insurance, and taxes. Let us use our creativity and expertise to help you navigate these issues. We will employ a comprehensive strategy that considers all relevant factors and ensures that the various components of your ﬁnancial plan are integrated seamlessly.
Many Wall Street brokerage firms appear to offer the same services as AFA, Inc. The difference, however, is that we are an independent Registered Investment Advisor, and we:
THE FINANCIAL LIFE CYCLE – Each stage is managed with a comprehensive approach:
WE INVITE YOU TO MEET WITH US WHERE, TOGETHER, WE WILL: