AFS Wealth Management specializes in financial planning for retirees and soon to be retirees. Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement.
At AFS Wealth Management, we'll help you create a comprehensive financial strategy that addresses all of your retirement needs including, but not limited to, low risk successful investment strategies, tax minimization, social security benefit planning, and even planning for the unexpected and the inevitable.
Our Chief Investment Advisor, Phil Putney, is a CPA and a 23 year veteran of the industry. Phil has spent his career building a repertoire of skills that allow him to help protect his clients from the many pitfalls that face today’s seniors; from market volatility to taxes, social security and even IRA withdrawal strategies that can affect your quality of life during retirement.
Phil publishes a weekly financial column that can be found on this page as well as on our website http://www.afswealthmgt.com/
Let us help you enjoy your retirement and to discover what it means to have security & peace of mind in your retirement. Call us today: (248) 888-7530
Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc., and AFS Wealth Management, LLC are not affiliated Companies.
Company Details
- Employees
- 4
- Founded
- 1998
- Address
- 22029 Farmington Road, Farmington Hills,mi 48336,united States
- Phone
- +248 888 7530
- pp****@****mgt.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- afswealthmgt.com
- Keywords
- Farmington Hills.
- HQ
- Farmington Hills, MI
Afs Wealth Management Questions
Afs Wealth Management's helpline number is +248 888 7530
Afs Wealth Management's website is afswealthmgt.com
Afs Wealth Management's LinkedIn profile is https://www.linkedin.com/company/afs-wealth-management
Afs Wealth Management has
4 employees.
View email and phone details for 4
employees at Afs Wealth Management.
Afs Wealth Management's industry is
Financial Services
Afs Wealth Management's top competitors are
Ameriprise Financial Services, Llc,
Aspen Insurance Group,
Cornerstone Research,
Cairneagle,
Lu Ghosal Investment Fund,
Arete Wealth,
Courtiers,
Lnl Media Agency.
Afs Wealth Management's support email address is pputney@afswealthmgt.com
Afs Wealth Management's categories are Financial Services
Afs Wealth Management's founding year is 1998
