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The AFI Group - Advanced Financial Independence Group

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Tustin, United States

theafigroup.com
Financial consultant· Financial Services

The AFI Group - Advanced Financial Independence Group Reviews | Rating 5 out of 5 stars (2 reviews)

The AFI Group - Advanced Financial Independence Group is located in Tustin, United States on 17822 17th St #202. The AFI Group - Advanced Financial Independence Group is rated 5 out of 5 in the category financial consultant in United States. Advanced Financial Independence Group is changing the way you look at building wealth. Traditional methods of saving for retirement have at times proven disastrous. Many Americans have ended up with less retirement than they had originally planned. To complicate matters, many had accumulated most of their wealth in tax-deferred accounts. This has left many Americans with much less in retirement income than they were ever expecting. After 25 years of wealth management we knew that it was time for a new approach. We at Advanced Financial have developed a strategy to diversify your portfolio in a very specific way to allow you to build wealth independent of Wall Street and taxation.

Address

17822 17th St #202

Phone

+1 7145435900

Company size

1-10 employees

Headquarters

Tustin, CA

Founded

1979

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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L

Liam Rennes

I want to thank Steve, Brian and Edward for all the help they have provided my family. Before I met the guys at the AFI Group, I wasn't sure that I had saved enough to retire. Then the pandemic hit and I was concerned about a recession and rising tax rates due to the unbelievable amount of deficit spending. Not only did they show me strategies that will protect my retirement income, they also showed me how I can retire sooner then I expected. I couldn't be more grateful!

B

Brian Singer

The team at AFI group are fantastic. I was in allot of stress dealing with my mothers estate as she was getting older. They were very caring and patient in explaining various options in a simple language that my mother could understand. They were able to help consolidate her accounts and help plan for future needs should my mother need them for long term care. It's very reassuring knowing that her needs will be met. Again, thanks to Steve and the team at AFI

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