AFIN Family Wealth Management Information

At AFIN Family Wealth management we take on the burden of financial planning for our clients, freeing them to pursue their dreams. We work by organizing and simplifying our client's finances to create a road map linking their assets with their goals. We then help to implement and periodically review the plan to make sure our clients stay the course towards their goals. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.