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.
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.
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.
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779