June 7, 2019

Jason takes us through a mental exercise to help us understand how investors should react to things that may impact an investment portfolio. 

Thank you for the opportunity to serve you and your family. 

AFP Team

March 19, 2019

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in which you have an income that you do not outlive. From there, we want to construct a blueprint for your financial plan that will become...

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