Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Comprehensive Planning

Investments

Mutual Funds
Annuities
- Variable
- Fixed
- Equity Indexed
Managed Accounts
529 and College Savings
Stocks, Bonds, etc.
REIT's, UIT's, ETF, etc.
Custom Portfolio Management
Investment Advisory Services

Retirement

Retirement Income Planning
Surviving Spouse Income Planning
IRA/Roth IRA
403B/401K
SEP/Simple IRA
Annuities (when appropriate)
Profit Sharing Plans/ESOP/employee stock plans
Early Retirement Strategizing

Insurance

Life
Long Term Care
Disability
Health
Annuities

Advanced Planning

Estate Planning
Business Planning
Generaltional & Family Planning
Tax Planning*
College Planning
Retirement Planning (surving spouse)
Elder Care/Long Term Care Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

scottbrady@afplanners.com | 732-292-3100

*The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.