Envisioning the future begins with comprehensive financial planning and a focus on growing your assets to build the future that you want to live and ultimately ensure wealth that will endure. AFS will work with you to explore asset management strategies that help you transform your investments into life goals. We understand that assessing client needs is about focusing on your individual investment style. We'll help you find the right balance between your risk tolerance and rewards expectations, while focusing on your time horizon and liquidity requirements. Whether you're buying a second home, acquiring a business or thinking about your retirement, we'll work with you to identify financial solutions focused equally on your needs and your visions of tomorrow.
Educational Planning:We recognize that educating your family is one of the most important needs of any investor. There are many ways to build investments for education, and the options continue to grow. Coverdell Savings Accounts, 529 plans, UGMAs and UTMAs are just some of the choices for consideration. We can help you decipher these solutions and do an analysis of costs, performance, and the tax savings for each option. With the cost of college continuing to grow at a rate of almost 7% a year, this investment may be one of the most important ones you make.
