Advanced Financial Strategists, Inc.

INVESTMENT CONSULTING

Welcome to AFS

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AFS Disclosure

Our Advisors

Family Strategies

Investment Screening

Portfolio Management

Wealth Accumulation

Wealth Preservation

Sample Studies

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401k Plan Administration

Corp. Strategies

Defined Contribution

Defined Benefit

Corp. Support Material

CPA Alliance

AFS' Services

The CPA's Responsibilities

AFS Sample Material

 

Advanced Financial Strategists, Inc. (AFS) an employee-owned firm, offering independent investment consulting services to high net worth families and institutional investors including defined contribution / benefit plans, endowments and foundations.

AFS is a firm of investment strategists whose goal is to provide high-quality client service.  We believe that growing long-term, quality relationships is more important than focusing on quantity.    We prefer to work with a select group of clients and thus maintain low client-to-consultant ratios to ensure each consultant can be proactive in providing services to our clients.

Family Strategies

Corporate Strategies

If you have an account with AFS and wish to log in to view account balances or make changes, click here.    Login

If you need a user name and password please call (800) 515-2157 during normal business hours.

 

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