Financial Planning and Retirement Planning 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.
The Financial Planning You Deserve
Not all financial planners are created equal. Our focus on values and discipline means that you get the planning, research, and guidance you deserve. Our strategies are built around your goals, risk tolerance, and needs.
“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.