| 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.
| IMPORTANT NOTE: Jeff Adelstone is a registered
representative with the following registrations: Series
#7, #24, #63 and #65 and can transact business with
clients in Arizona. Jeff Adelstone is also an Investment
adviser agent licensed in Arizona. Jeff Adelstone is
Insurance licensed 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, investment advisory services or insurance
services over the Internet. Securities offered through HD
Vest Investment ServicesSM. Member SIPC, Advisory
Services offered through HD Vest Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company. |
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