Everyone knows planning for the future is important. But for many people, simply getting personal financial planning started is a difficult process. At AFA we help turn retirement planning angst into confidence by establishing goals, and laying out a clear and strategic path to meet your goals. We have proudly served Orlando as one of the area’s premier financial management planning teams since 1989. It doesn’t matter if you are meeting with financial advisors for the first time or you looking for a new personal financial planning team to evaluate your current portfolio, our team can meet your each and every need.

We provide a wealth of individual and family personal financial planning services, all of which start with getting to know you. This allows us as your local, Orlando, financial planning team to get to the "financial truth.” This is where AFA financial advisors are able to get down to what you really desire in life. Retirement planning helps you get a better understanding of what it is you actually want and need. We use our Risk Tolerance Questionnaire, paired with your Personal Financial Policy Statement, to develop desired and achievable goals. Everyone wants to have a solid, stable future, and we can help. For more information on how American Financial Advisors can help you meet your financial management goals, click on the links below.

INVESTMENT POLICY STATEMENT

MEETING PREPARATION

PORTFOLIO DESIGN

SPECIAL NEEDS TRUSTS