Financial Planning Services | Retirement | AFS Financial Group
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Financial Planning

Leaving Nothing to Chance

Our financial planning process covers all the bases. We’ll take the time to get to know you, your family’s needs, and your financial goals. With this understanding, we’ll create a financial plan for you that’s integrated, personalized, and comprehensive.

Your plan will anticipate and answer questions such as:

  • When can I retire? Can I even afford it?
  • Will I run out of money if I live to 100?
  • If the markets crash again, will I be OK?
  • What can I do to lower my taxes?
  • How do I protect my family in case something happens to me?
  • How will I fund my children’s education?
  • Should long-term care insurance be part of my retirement plan?

Our Services

Investment Management

Financial Planning

Tax Planning

Retirement Planning

Retirement Income Strategies

Social Security Maximization

Risk Management

College Planning

Multigenerational Wealth Transfer

Having financial guidance you can trust allows you to focus on what truly matters.

Who We Are
Investments
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© 2019 AFS Financial Group, LLC

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Contact Us

7700 Old Georgetown Rd Ste. 630
Bethesda, MD 20814

Main: (301) 951-2642
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This communication strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.