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