Personal Financial View
Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized website and custom account services that AFG provides.
This technology platform, Personal Financial View, puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.
With PFV you can check your account balances, track spending, create a monthly budget, access a suite of reports, use an online vault, setup alerts & alarms and track frequent flyer, miles, hotel awards and other point programs with our awards manager.
Retirement
Retirement planning is a process designed to help you prepare to meet your financial goals, both short and long-term. AFG designs plans to help clients meet retirement income expectations in the most tax efficient manner. The only person who will take as good of care of the older person you will become... is the younger person you are today.
Investment Services
Investment Services can be short, medium, or long-term in nature. By choosing the most appropriate investment solutions, AFG can help you understand the risks, tax efficiency, and diversification needed for an appropriate solution. AFG begins the process by clearly understanding your overall financial goals. We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account. To implement your various investment strategies, we’ll work with you to build appropriately diversified portfolios, with access to the following:
- Managed Accounts
- Mutual Funds and ETFs
- Individual Stocks and Bonds
- Alternative Investments
- Donor-Advised Funds (DAFs)
Education Funding
One financial goal that most parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. AFG assists clients in evaluating their needs, resources, and options to efficiently fund higher education.
- 529 Savings Plans
- Coverdell Education Savings Account
- Tax-Deferred Plans
Estate, Trust And Gifting
Estate Planning is more than just money and tax – it is about making sure the people who are left are financially supported and your assets are protected.
- Will the right people get the right amounts, and at the right time?
- Are they ready to receive potentially large sums?
- Will you simply be passing on a tax bill?
Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal an tax matters.