Asset Management and Tax Advisory Services for American Families
*Assets held by Interactive Brokers, Managed by AFI – American Freedom Investments. Interactive Brokers is a Fortune 500 Company Brokerage operating in 200+ Countries.
Asset Management For Long Term Success
Not all investment managers are created equal. Many advisors follow an outdated strategy that results in “below-average” rates of return. We believe that the S&P 500 sets the standard for an average rate of return and no professional advisor should be delivering “below-average” rates of return. We strive to deliver above-average returns to provide long term success for client portfolios.
Custom Financial Goals
As common-sense financial advisors, we can help you with your overall financial plan. We help by creating a portfolio that meets your long term “annual income needs” as well as position your money to reach the lowest tax bracket possible.
Late Age Financial Goals
Retirement is a major milestone that requires proper planning. We specialize in helping American families understand their retirement options.
Estate Planning Assistance
Having a proper estate plan in place will help protect your assets and your loved ones. A solid estate plan helps ensure your assets transfer efficiently to your beneficiaries.
Asset Management
We can help you protect and grow the wealth you’ve worked so hard to accumulate. Let your assets work for you, not the other way around.
“A successful person finds the right place for himself. But a successful leader finds the right place for others.”
Our hands-on process ensures that all our recommendations are made in your best interest.
Discovery Meeting
The first step is to get to know you and your goals. We sit down to have this important conversation before providing recommendations.
Detailed Review
Next, we review your current assets and determine an investment strategy that is right for you, your goals, and your risk tolerance.
Implementation
Lastly, we implement your plan. We regularly monitor your investments and make changes when needed.
Our Values Matter
As veterans, we stick to our word, do what we say we’re going to do, and never give up. Values are everything for our firm and our clients.
- The Golden Rule Principle
- Passion for Education
- Excellence and Transparency
- Code of Honor
Ready To Move Towards Financial Freedom?
We value our clients and their goals, and all our recommendations are made in your best interest. If you’d like to learn more, schedule a complimentary, no-pressure introductory call today.