Providing Financial Services for both Family & Business with financial guidance, and insurance services. Working with clients on retirement, investment, and estate planning strategies. PERSONAL FINANCIAL NEEDS • Investment Strategies • Insurance Needs Analysis • Education Funding Strategies • Retirement Strategies • Estate Conservation Strategies INVESTMENT & RETIREMENT PROGRAMS • Mutual Funds • Brokerage Services • Educational Savings Accounts • Retirement Plans • (401(k), SEP…) • Roth IRAs/IRA Rollovers • Non-qualified retirement savings • Deferred compensation plans • Institutional Investment Products & Services INSURANCE & ANNUITIES • Fixed and Variable Annuities • Disability Income Insurance Protection • Life Insurance – Term/Universal/Whole • Variable Universal Life Insurance • Long Term Care Insurance Affiliated Financial Group 1 Albion Street, Suite 300 Wakefield, MA 01880 Office: 781.245.5500 Fax: 781.245.4488 www.afgmoney.com *Financial Advisor offering Securities and Advisory Services through Cetera Advisors LLC., Member FINRA, SIPC. Affiliated Financial Group is not affiliated with Cetera Advisors, LLC.