home

Client Resources

AFS is committed to keeping you informed of the developments in the financial sector, and we find great value in referencing quality outside resources. Click on any of the links below to access additional information, or utilize online account access through our eMoney portal.

eMoney Wealth Management System

Access your personal, encrypted webpage to view your continuously evolving financial plan and collaborate remotely with AFS.

PlanMember Services

Our Broker Dealer, PlanMember Services, can provide you with account information, calculators and tools, investment information, and account access to a wide-range of your securities.

Financial Industry Regulatory Authority (FINRA)

FINRA is the largest independent regulator for all securities firms doing business in the United States. FINRA oversees nearly 5,000 brokerage firms, 172,000 branch offices and 663,000 registered securities representatives. Their chief role is to protect investors by maintaining the fairness of the U.S. capital markets.

Bloomberg L.P.

Bloomberg L.P. began in 1981 with the goal to create an information-services, news and media company that provides business and financial professionals with the tools and data they need. It is regarded as a premier site for news and financial information.

The Wall Street Journal

The Wall Street Journal is widely viewed as one of the top American daily newspapers, primarily covering U.S. and international business and financial news. Read today’s copy in our office or from the comfort of your personal computer.