Our Holistic Approach
At AFG Wealth, we are dedicated to helping you grow, manage, and
protect your wealth with a comprehensive, tailored approach.
Gain Clarity. Solve Problems.
Achieve Peace of Mind.
What we offer at AFG Wealth isn’t a product, but a process. This process lets you look at where you are today and compares it to where you would like to be in the future, as well as how you can get there. Whether you’re concerned about your retirement plan or need help with a complicated estate plan, we promise to help you solve problems rather than merely sell products.
I
Clarify Your
Objectives
We begin by asking you questions for the primary purpose of you listening to your own answers. In listening to your own answers, you can assess where you are today and should begin to better understand where you would like to be in the future. You may even discover you have questions of your own. We’ll help you answer these or give you time to gather more information, so you are clear on your objectives.
II
Assess Problems
& Opportunities
When you're satisfied that we have the right picture of your financial situation and goals, we review your situation and look for problems that may keep you from getting where you want to be. We might not find any problems, but if we do, we’ll offer suggestions to address those problems. Then we'll bring everything together and present it to you for your review.
III
Confidently Pursue
Your Goals
Once you have reviewed your plan, you have the choice to move forward with our suggestions or not. In any event, we promise two things will come from this process: We will help you crystalize your goals, and we will help you take action to accomplish those goals. The ultimate purpose of this process is to help you achieve peace of mind that can only come from knowing you are taking the necessary action to achieve your goals and that your financial affairs are in order.
Financial Plan Fee Structure
The fee for your financial plan depends on the complexity of your situation, depth of analysis, and personal goals.
An exact fee will be provided after reviewing your case.
Our Meeting Process
Preparation: You must share necessary documents and information for us to collaborate on your comprehensive financial plan.
Privacy Commitment: We adhere to strict confidentiality standards in compliance with applicable regulations. Find the necessary documents here: Meeting Prep Documents.
Virtual Appointment Guidelines
Punctuality: Please ensure prompt attendance to respect your time and ours. Appointments will have to be rescheduled if you are over 10 minutes late.
Platform: We use secure video conferencing for convenience and flexibility.
Exclusivity: Each appointment is reserved for you. If additional time is needed, it will be scheduled through a follow-up session.
Our Location
8706 Commerce Dr., Suite #1
Easton, MD 21601
