Personal Services
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, we will work with you in pursuing your goals. Beyond the realm of saving, budgeting, and investing, we’ll also help you consider other elements of your financial picture to help you control your financial future.
Some of the things we offer include:
- Comprehensive Financial Plans
- Strategic Asset Management
- Education Funding
- Income and Asset Protection
- Tax Planning
- Retirement Wealth Accumulation and Utilization Plans
- Estate and Succession Plans
- Wealth Management
- Insurance Review
Business Services
Your business is more than a source of income… it’s your legacy. Business Services from American Federal Investments can help you take care of the people who keep your business running, protect you against uncertainty, develop a comprehensive plan for your business goals that is unique to your specific situation, and more.
Some of the things we offer include:
- Employee Retirement Plans
- Deferred Compensation Plans
- Income and Asset Protection
- Succession Plans
