The AFP Group, LLC

The AFP Group, LLC The AFP Group, LLC is a financial services firm dedicated to helping clients reach and hopefully exceed their retirement goals.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/16/2022

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

$100 not spent is more like $143. Intrigued?
05/15/2022

$100 not spent is more like $143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
05/13/2022

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Childhood attitudes and habits can determine your child's health in his or her adult years.
05/11/2022

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Here are 4 unexpected locations that make great places to your .
05/09/2022

Here are 4 unexpected locations that make great places to your .

Here are 4 great, and sometimes unexpected, places to raise a family.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
05/08/2022

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments ...
05/06/2022

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.

April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market.

M0 is the total of all physical currency worldwide. What’s it look like?
05/06/2022

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/04/2022

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Learn more about whether you need to pay estimated taxes.
05/02/2022

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
05/01/2022

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Address

Houston, TX
77007

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17136269820

Website

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Save Money and Invest Wisely

Our mission is to help people master their money in all five areas of personal financial mastery (Income Optimization, Investment Optimization, Tax Planning Optimization, Estate Planning Optimization and Retirement Optimization). So you can spend your time on more fulfilling, creative and productive activities, our professional planners spend their time educating themselves, researching and anticipating potential barriers you might face and opportunities you might benefit from.