Who We Are

AFG delivers independent advice.

As financial advisors, AFG offers unbiased and unrestricted advice and recommendations. We believe every relationship starts with a blank piece of paper without a predetermined solution in mind.

For individuals, once we have implemented your personal financial plan, we continue to develop our relationship with you. So much of financial planning is about mutual trust and respect, whether in the context of helping you invest for the future, protecting your family or reducing your taxes. We understand that the topics discussed can be sensitive, and the questions we ask can be probing. AFG’s motivation is to make sure we ask questions that are designed to help determine the most appropriate strategies for your financial future.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Our Team

Strong Partnerships

Network: an association of individuals having a common interest, formed to provide mutual assistance, helpful information, or the like... Aggregate Financial, you are our common interest!

Over the past decade, your Aggregate Financial team has built a network of industry leaders to help you succeed in reaching your goals.