Services Provided

Not all clients will receive all these services, but here is a scope of the services that AFC Wealth 

Management provides:

• Determine your goals and objectives 
• Review of your current portfolio
• Design solutions to achieve your goals and objectives and/or enhance your current position 
• Protect what you achieved from market volatility through:

                           Evaluation of Fund Managers

                           Deploying your assets

                           Rebalancing of assets and/or classifications, when appropriate

• Recommend solutions to include:

                           Tax reduction strategies

                           Asset restructuring of ownership and/or 

                           Purchasing of securities and/or insurance

                           Reduction of fees you are currently paying for these services

• Working with client’s attorney(ies) and/or certified public accountant, when appropriate
• Annual review, at a minimum, of your financial position, strategies, and goals

Our fee-based services are fully disclosed, in writing, prior to the sale of services.