AFS Wealth Management
www.afswealthmgt.comAFS Wealth Management 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 Wealth Management, we'll help you create a comprehensive financial strategy that addresses all of your retirement needs including, but not limited to, low risk successful investment strategies, tax minimization, social security benefit planning, and even planning for the unexpected and the inevitable. Our Chief Investment Advisor, Phil Putney, is a CPA and a 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 that can affect your quality of life during retirement. Phil publishes a weekly financial column that can be found on this page as well as on our website http://www.afswealthmgt.com/ Let us help you enjoy your retirement and to 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.
Read moreAFS Wealth Management 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 Wealth Management, we'll help you create a comprehensive financial strategy that addresses all of your retirement needs including, but not limited to, low risk successful investment strategies, tax minimization, social security benefit planning, and even planning for the unexpected and the inevitable. Our Chief Investment Advisor, Phil Putney, is a CPA and a 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 that can affect your quality of life during retirement. Phil publishes a weekly financial column that can be found on this page as well as on our website http://www.afswealthmgt.com/ Let us help you enjoy your retirement and to 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.
Read moreCountry
State
Michigan
City (Headquarters)
Farmington Hills
Employees
1-10
Founded
1998
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
President
Email ****** @****.comPhone (***) ****-****Director / Consultant
Email ****** @****.comPhone (***) ****-****Interim Management and Consulting
Email ****** @****.comPhone (***) ****-****