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Our Philosophy & Process
A complimentary three-step process to improve your retirement success.
The journey we take together starts with a few no-pressure conversations to ensure we’re aligned and demonstrate how we can help you achieve your life’s purpose.
Think About It
At the end of this process, we simply ask you think about it.
As a family-owned business we’re interested in long-term relationships with our clients, not transactional sales. If you’re comfortable and happy with us, we’ll gladly welcome you into the AFS family and begin your New Client Journey. And remember, if you get to any point in the process and decide it’s not a good fit, we’ll part as friends and wish you continued success.
Our Consultative Process
Request an Appointment
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
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