| Financial Planning
Strategies
The AFS Tax and Planning Group is a Financial Planning Advisory Firm
registered with the State of Arizona as a Registered Investment
Advisor.
We are regulated by the Securities Division of the Arizona
Corporation Commission as an Investment
Advisor. A Registered Investment Advisor is a fiduciary who has a duty of undivided loyalty to his investment advisory clients and must deal fairly and honestly with them. A Registered Investment Advisor is a representative of the client.
Financial Planning Services
- Wealth Accumulation Strategies
- Preparation of Complete Financial Plans
- Retirement Planning
- Estate Planning
- Insurance Planning
- College Planning
- College Financial Aid Planning
- Business Expansion
- Budgeting
- Property Transactions
- Loan Amortization Schedules
- Complimentary Initial Consultation
- Insurance Products
- Fixed Annuities
- Tax Shelter Programs
Financial Planning is a key element in planning one's financial future. Our Certified Financial Planners can assist you in addressing your goals and objectives.
As a full service financial planning firm, our financial professionals can assist you in your every
financial need. When we are compared to the large brokerage firms, we are different because of the personalized service we provide.
Insurance Services
- Policy Evaluations
- Life Insurance
- Disability Insurance
- Health Insurance
- Fixed Annuities
- Cafeteria Plans (IRC 125e)
- Retirement Plan Consultations
- Key Person Insurance
Insurance products often provide solutions for many financial planning
problems. Our insurance professionals will work with you to help you obtain only the coverages you need.
DISCLOSURE:
Jeff Adelstone is a registered representative registered
to transact business with clients in Arizona, California,
Colorado, 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, Pennsylvania,
and Texas. 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 ServicesSM
non-bank subsidiaries of Wells Fargo & Company, 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
Network, Inc. are not registered broker/dealers and are
not affiliated with H.D. Vest Financial Services. |
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