You, our client, are our only focus.

As financial planners, we work for you. We are your trusted advisor and advocate. Your concerns become our concerns. Your future is our business — and your business is our future.

As your Orlando financial planning team, we work with your CPA, attorney and other advisors to create a comprehensive plan that is designed to address your needs, your goals and your dreams.

What Can You Expect?

Through accountable practices, we ensure that every recommendation, decision and action made on your behalf is justifiable, transparent and rooted in sound financial logic. In short, we work for you. We are proud to assist you with your financial planning needs, whether it be here locally in Orlando or beyond.

Accountability

Through our practices we ensure that every recommendation, decision and action made on your behalf is justifiable, transparent and rooted in sound financial logic. In short, we work for you. We are motivated by the idea that through your success, comes ours — not the other way around. This premise in place, we can with mutual confidence begin our journey.

As your personal financial advisor, we start by building a foundation for our partnership through communication and collaboration. We do this during the development of your customized Investment Policy Statement (IPS) and your Personal Financial Policy Statement (PFPS). We will work together to identify your values, goals and current financial standing which will begin to reveal a path to your financial destination. Your customized IPS and PFPS will include specific recommendations relating to cash flow, debt management, emergency funds, tax planning and education funding as needed. In addition, your IPS and PFPS will seek to update your risk management program, restate your retirement income projection, summarize your current estate plan, and most importantly as your financial consultant, provide the chronological steps needed to achieve your personal goals.

To this end, we employ one simple time-tested methodology that ensures a comprehensive and customized solution to your financial needs: we listen. Go ahead. We’re ready.

For more information on our services and how we can help you, reach out to one of our helpful advisors today.

American Financial Advisors’ Values

We believe integrity and accountability are of the upmost importance when it comes to the core values for all financial planners. And knowing this we never lose sight of why we are here. We work for our clients and our legal obligations are to our clients’ interests first and foremost. We never take off our fiduciary “hats” to become salespeople.

We Are Fiduciaries

We work for our clients and our legal obligations are to our clients’ interests first and foremost. We never take off our fiduciary “hats” to become salespeople. American Financial Advisors operates today based on the same core values that helped found us in 1989. We do not take them lightly, nor do we lose sight of them in our day-to-day operations.

They are:

Integrity
All productive relationships are based on mutual trust. The foundation for building this trust begins with principled actions.

Accountability
We are responsible for each client’s welfare. Each action taken on your behalf must be explainable and justifiable.

Service
We are active, not passive, participants in client success. To that end, we strive to meet client needs, motivated by the belief that their success is equally ours.

Performance
We understand that you expect results — this is, after all, why people seek financial consulting. You will always get our “A” game.

Innovation
There are no boilerplate solutions to financial success, nor is there one retirement plan or strategy that fits all. Every client is different, and therefore every investment strategy is different. Work with a personal financial advisor from AFA and you’ll soon see that we’re different, too. We believe personal financial planning should be personal — and tailored to you.

For more information on our values and how we can help you, reach out to one of our helpful advisors today.

What is a Fiduciary?

A fiduciary is one who owes to another the highest duty of care, good faith, trust, confidence and candor based on their relationship. We act as fiduciaries in our relationships with our clients. And our team of local Orlando financial planners are ready to assist you with any, and all, of your investing and planning needs.

For more information on our services and how we can help you, reach out to one of our helpful advisors today.

CONNECT

Virtual contact is great, but sometimes you want human interaction. Relax, we’ve got you covered. Simply call us at the numbers provided below, and visit our office.

1031 West Morse Blvd – Suite 110 – Winter Park, FL 32789

Toll Free: 888-679-9779 | Office: 407-207-9006
Fax: 407-207-0106