CLIENT CENTER REP / ADVISOR CENTER

Meet American Financial Advisors

AFA

Questions? Whether it’s today’s economic turmoil, employment changes, or family issues, more and more people find themselves with questions in their minds: How am I doing? Will I be able to afford the retirement I have always dreamed about? Will my family be provided for? How can I be sure? Should I consider changing my investment strategies? What if I don't have an investment plan or a retirement portfolio? If I need financial planning help, who can I trust to guide me? And, what about my dreams? Who’s listening to me?

Does this sound like you? Do you have similar questions and concerns?

You’ve come to the right place — we listen and we care. We’re a registered investment advisory firm in Orlando, Fl. with clients nationwide. Started in 1989, our staff of financial planners strive to help people just like you with real concerns and questions about their financial future.

At American Financial Advisors, you don’t get just one person thinking about your financial situation, you get a team of true professionals, including Certified Financial Planner™ certificants[1], an in-house CFA[2], and an MBA, with combined industry experience of over 100 years. We work for you. As financial consultants and fiduciaries, our financial advisors always act in your best interests.

But more than that, we’re committed to helping you develop financial plans and investment strategies that are tailored for you and your needs. You want to make sure that your questions and concerns are addressed — even the ones you may not think to ask. As financial consultants, that is our only focus.

Our team of financial advisors help you answer questions such as:

  • How will my life savings be protected?
  • Will I have enough income during my retirement for the lifestyle I want?
  • How can I save on taxes and keep more of the income I make?
  • What is estate planning and how do I get started?
  • Does my life insurance take care of my family at a reasonable cost?
  • How can I manage my long-term care so I am not a burden on my family?
  • Will I leave a legacy that reflects my values and desires?
  • What are my best financial strategies?
  • How do I create a retirement portfolio?

The comfort of knowing you have addressed these important asset management questions goes a long way toward enabling you to enjoy your life today — and your retirement tomorrow. As asset management specialists, our goal at American Financial Advisors is to help you do just that.

For more information on our valuation and business transition strategy, reach out to one of our helpful advisors today.


[1] Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

[2] CFA stands for Chartered Financial Analyst, which is awarded by the CFA Institute to those who complete a rigorous, graduate-level program combining a broad-based curriculum of investment principles along with professional conduct requirements.

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201 South Orange Avenue - Suite 1005
Orlando, FL 32801

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