Faith in Finances
www.affiliatedfinancialplanners.com
Financial Planning, Estate Planning, 401k Rollovers, Mutual Funds, Annuities, Disability Insurance, Life Insurance, Medicare, Tax Planning, Tax Preparation "Affiliated Financial Planners, LLC offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securitie
s and Exchange Commission. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides." Affiliated Financial Planners is a relationship-based financial planning firm. We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, FDIC Insured Banking Services. No matter what your level of wealth, working with your financial professional at Affiliated Financial Planners can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
Accumulation: how to target asset growth
Retirement planning: how to target distribution of your assets in a tax-advantaged way
Estate planning: how to preserve your assets
Risk management: how to protect your assets
Business planning: how to grow and manage your business
Taxation: how to minimize your tax burden
