AFS 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) 888-7530Securities 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.
View Top Employees from AFS Wealth ManagementWebsite | http://www.afswealthmgt.com/ |
Revenue | $654000 |
Employees | 3 (3 on RocketReach) |
Founded | 1998 |
Address | 22029 Farmington Road, Farmington Hills, Michigan 48336, US |
Phone | (248) 888-7530 |
Fax | (248) 715-6344 |
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Industry | Financial Services, Business Services General, Business Services |
Competitors | Ascential Wealth, Meridian Wealth Advisors, LLC, Retirement Income USA |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
Looking for a particular AFS Wealth Management employee's phone or email?
The AFS Wealth Management annual revenue was $654000 in 2024.
3 people are employed at AFS Wealth Management.
AFS Wealth Management is based in Farmington Hills, Michigan.
The NAICS codes for AFS Wealth Management are [56111, 561110, 56, 5611, 561].
The SIC codes for AFS Wealth Management are [874, 87].