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Welcome
The AFS Tax and Planning Group is a full service financial services
firm which provides
tax preparation,
accounting and bookkeeping services, financial planning and consulting to
individuals and businesses.
Our Philosophy
Our team of professionals provides the highest level of
competence and service. Our wide range of tax and financial
services are specifically tailored to give our clients the
opportunity to obtain, maintain, and maximize their financial
goals. We emphasize quality and personal service to our clients.
As your trusted advisors, we are fully committed to helping you
to pursue your financial goals.
What We Do
Our business is to offer financial advice and to help you put your plans into action. Our financial advice and planning strategies include income tax preparation,
accounting and bookkeeping services, insurance, pensions, retirement and general financial matters. We also offer an ongoing service of financial plan review and financial consultation.
Professional Affiliations
- National Society of Public Accountants
- Arizona Society of Practicing Accountants
From personal tax, financial and estate planning services to general business concerns, call on us to advise on and assist with
your financial matters.
DISCLOSURE:
Jeff Adelstone is a registered representative registered
to transact business with clients in Arizona, California,
Colorado, Indiana, Minnesota, Missouri, New York, Oklahoma, Pennsylvania,
Texas, Virginia, and Washington. Jeff is advisory licensed
in the following states: Arizona, Florida, New York,
Oklahoma, Pennsylvania, Virginia and Washington. Jeff is also an insurance
agent licensed in Arizona, Massachusetts, and Pennsylvania.
Paul Simpson and Ben Goldberg are also registered
representatives. Paul is licensed to transact business in
Arizona and California, and is also an insurance agent
licensed in the state of Arizona. Ben is licensed to
do business in Arizona, Colorado and Florida, holds an
advisory license in Arizona, and is also an insurance
agent licensed to do business in Arizona. If you are not a resident of the states noted
above, all investment-related information on this site is
for informational purposes only and does not constitute a
solicitation or offer to sell securities or insurance
services over the internet.
Securities offered through H.D.
Vest Investment ServicesSM,
Member: SIPC, Advisory Services offered through H.D. Vest
Advisory Services SM
, 6333 North
State Highway 161, Fourth Floor, Irving, TX 75038,
972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government
agency. Are not deposits of or guaranteed by the bank or
any bank affiliate. May lose value.
The AFS Tax & Planning Group and Adelstone Financial
Services, Inc. are not registered broker/dealers and are
not affiliated with H.D. Vest Financial Services. |
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