AFS Financial Group

AFS Financial Group Private Wealth Management, Tax, Investment, and Insurance Specialist. Providing Low Volatility, Low R

AFS Financial Group 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 Financial Group, we'll help you create a comprehensive financial strategy that addresses your reti

rement needs, from low-risk successful investment strategies, tax minimization, social security benefits planning, and even planning for the unexpected and the inevitable. AFS is truly a full-service financial firm with over 17 years of experience helping retirees and soon-to-be retirees enjoy their golden years. Our Chief Investment Advisor, Phil Putney, is a CPA and 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, all can affect your quality of life during retirement. Phil is a member of Ed Slott's elite IRA advisory group, which makes up less than 1% of the top financial professionals in the industry. Phil has also been awarded the 5-star wealth management award for 2 years running for outstanding service as a financial professional. To learn more about AFS or Phil visit our website at http://www.afswealthmgt.com/

Let us help you enjoy your retirement, 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.

08/31/2026

If an unexpected layoff pushes you toward retirement sooner than planned, one of the first questions to answer is simple: Could the plan still work if you never went back to work?

08/29/2026

Claiming Social Security at 64 might sound like a simple way to replace lost income, but the decision gets more complicated if you’re still planning to work or consult on the side.

Tune in to our latest podcast episode, where we break down a case study involving an unexpected retirement at 64 and the important decisions that followed 🎙️

https://philstaxhacks.com/podcast/retiring-on-accident-rons-story/

What happens when retirement shows up before you’re ready for it?Ron planned to work until 67. Then, at 64, a layoff cha...
08/27/2026

What happens when retirement shows up before you’re ready for it?

Ron planned to work until 67. Then, at 64, a layoff changed everything ⬇️

Suddenly, the questions got real: Can he afford to retire now? Should he claim Social Security? What happens with health insurance?

In this episode, we walk through Ron’s story and the decisions that can come with an unexpected early retirement.

⏰ Watch now: https://philstaxhacks.com/podcast/retiring-on-accident-rons-story/

08/24/2026

Estate planning documents aren’t just important to have- they need to be accessible when you actually need them.

08/22/2026

A good rule of thumb? Keep your tax returns and supporting documents for seven years.

Keep it, scan it, or shred it? Financial paperwork has a way of piling up fast- and knowing what actually matters can be...
08/20/2026

Keep it, scan it, or shred it? Financial paperwork has a way of piling up fast- and knowing what actually matters can be surprisingly confusing 🤔

Tune in as we sort through the documents that deserve a permanent spot, the records you only need for a certain amount of time, and the best ways to store sensitive information so it’s accessible when you need it and protected when you don’t 👇

Watch now: https://philstaxhacks.com/podcast/financial-documents-what-to-keep-and-where/

08/17/2026

A good retirement plan doesn’t just answer whether you can retire at the age you had in mind. It can also reveal whether you may have the flexibility to step away sooner and still live the lifestyle you’ve been planning for.

08/15/2026

Retirement can create a bigger adjustment than many people expect.

After years of having a routine, coworkers, and somewhere to be each day, suddenly having all that free time can leave a real void.

Are you still working because you want to- or because you’re not sure you can afford to stop? 🤔In this episode, we look ...
08/13/2026

Are you still working because you want to- or because you’re not sure you can afford to stop? 🤔

In this episode, we look at the financial and personal reasons many people keep working into retirement 👇

From routine and relationships to uncertainty about replacing a paycheck, the decision to retire isn’t always as simple as reaching a certain age.

A solid plan can help you know whether work is still a necessity- or finally a choice.

🎙️Watch now: https://philstaxhacks.com/podcast/could-retire-doesnt-the-psychology-of-staying-at-work/

08/11/2026

Your financial advisor shouldn't be the one making the decisions for you, but they should be laying out all of the information in a clear and concise way to help you make the decision that's best for you and your family.

Address

22029 Farmington Road
Farmington Hills, MI
48336

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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