Financial Planning

Financial Planning

Our financial planning services include a holistic and thorough assessment of your current financial situation. We realize your life presents a situation unique to you and we tailor our advice to help you achieve your long term financial goals. With ongoing review, we provide sound planning to address financial issues that change as your life events change.
Our financial planning services offer a roadmap to guide you to your financial objectives with a simpler and more effective process.

Insurance
Our sophisticated insurance solutions help protect you and your loved ones against the risk of life’s uncertainties and can be of assistance to you as you navigate the most challenging of circumstances. We provide cost-effective and innovative insurance strategies to protect and preserve what you have worked so hard to achieve. Academic Financial Services advisor’s insurance capabilities and expertise includes:
• Life Insurance
• Annuities
• Long Term Care
• Disability

Other Services:

Through our strategic alliance we have formed with professionals we can offer you services such as Living Trust, Real Estate, and Tax Services. Please contact us if you would like more information about any of these services

Wondering what your taxes might be in retirement?

Click here to check out our Social Security tax calculation