What You Can Expect From Us
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 together.MORE
We believe that at least 75% of your investable assets should be in a well-diversified, broad market based portfolio that allows for growth while also accounting for possible equity market downturns. Use The AFAdvanced core portfolio strategy slider below to see which risk profile fits you best.
AFA’s team of financial professionals is ready to provide courteous,
personalized service. Get to know us in a simple no-pressure phone call or visit
us in person to meet with the AFA advisor that will be managing your assets.
If during this meeting you like what you hear, and we agree that pursuing a partnership will be mutually beneficial, we’ll help you answer a few simple questions that will reveal your investment sensibilities and risk tolerance.
No tricks — no hidden fees. It’s really that simple.
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 at the following address:
201 South Orange Avenue - Suite 1005
Orlando, FL 32801
Toll Free: 888-679-9779
Serious retirement tools for a not-so-serious retirement.
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