American Financial Management Group

At American Financial Management Group (AFMG), we understand that the second half of your life should be defined by joy, freedom, and fulfillment. However, achieving this requires careful planning and awareness of your financial resources. Our team is dedicated to helping you optimize your finances, so you can make the most of the scarcest of resources - time.

Our Philosophy

At AFMG, we believe that every individual deserves to live their best life. To achieve this, we must first understand what drives you, what you want to achieve, and what you're willing to sacrifice to get there. We take a personalized approach to understanding your unique situation, goals, and concerns. Our team of expert advisors will work closely with you to develop a customized plan that addresses your financial needs, goals, and aspirations.

Our Services

To achieve success in the second half of your life, you need a comprehensive plan that addresses your financial, retirement, and estate planning needs. Our team offers a wide range of services designed to help you achieve your goals. These services include:

• Financial Asset Analysis: We review and assess your current financial situation, helping you understand your financial resources and identify areas for improvement.
• Investment Management: We work with you to develop an investment strategy tailored to your goals, risk tolerance, and financial situation.
• Goal-Based Planning: Our team helps you identify your short-term and long-term goals and develop a plan to achieve them.
• Retirement Income Planning: We help you create a sustainable income strategy for your post-work life, ensuring you have the resources you need to enjoy your golden years.
• Retirement Account Optimization: Our team reviews your retirement accounts, helping you optimize your contribution strategy and minimize taxes.
• Estate and Trust Strategy: We work with you to develop a comprehensive estate plan, including wills, trusts, and other essential documents.
• Liquidity Concerns: Our team helps you prioritize your liquidity needs, ensuring you have the resources you need to address unexpected expenses or financial setbacks.

Why AFMG

At AFMG, we are committed to putting your interests first. As a fiduciary, we are legally and morally obligated to act in your best interests. We do not earn a fee based on selling you products or services; instead, we earn our fees by providing you with expert advice and guidance.

Get Started

At AFMG, we believe that the true value of planning emerges in the discussion and collaboration of our knowledge with your unique circumstances. We invite you to schedule a consultation with our team to discuss your financial goals, concerns, and aspirations. Together, we can create a personalized plan to help you achieve success in the second half of your life.