AFS Wealth Mgt LLC, is a Michigan registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the adviser has attained a specific level of skill or ability. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Deeply rooted in success and growing strong  for over 20 years.

WEALTH MANAGEMENT

                         TAX MANAGEMENT

                                          INSURANCE MANAGEMENT

Wealth Management

As retirement and investment specialists, we focus on creating value and providing security and peace of mind for our clients and their families as they enter retirement. We focus on protecting our clients’ life savings from market volatility, establishing family legacies, and creating strategies for future income needs while reducing income tax liabilities. Helping clients “retire ready” is our passion; let us help you retire with certainty today.

Tax Management

Tax planning typically focuses on minimizing your current tax liability, but often leads to a greater tax obligation in the future. Through our comprehensive tax planning process, we not only review your current tax situation but also project what your tax situation will look like during retirement. Our objective is to help you establish a strategy that minimizes both your current tax exposure as well as your tax exposure throughout retirement.

Insurance Management

While proper insurance coverage provides peace of mind, trying to understand the various types of coverage, how they work, and which is best for you can be a challenging and stressful proposition. Our goal is to simplify the health and life insurance puzzle. You deserve to understand your coverage and be informed of the changes that take place in this ever-changing industry.

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