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Products & Services

Our firm 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.

Investments

Stocks

Bonds

Mutual Funds

ETFs

Fixed Income

Certificates of Deposits

Money Markets

Financial Planning

Retirement

Brokerage Accounts

Estate

Multigenerational

Income

Tax

College

Insurance

Life Insurance

Long Term Care

Medicare Supplement

Medicare Part D

Medicare Advantage


Tax Planning

Preparation Services

Individual

Small Business

Self-Employed

Business Start Up

IRS and State Tax Resolution

Income, Gift and Estate Tax Returns

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.

info@affiliatedfa.com  |  (414) 476-4999