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What We Do

  • Professional, objective financial advice is valuable for our clients. Let us help you succeed.

  • Our fiduciary duty is to provide transparent, independent advice. Additionally, we utilize third-party custodians like Schwab and Fidelity to provide secure monitoring and reporting for all of your accounts.

  • We offer complete financial plans that give you a clear view of your overall financial picture, today and in the future.

  • We work in conjunction with your other financial professionals on estate and tax planning to make sure the other parts of your total picture are implemented for the best possible outcome.

  • The team at AFA helps create a roadmap for your future. Our work on your behalf is unbiased and always in your best interest.

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