Broker Check

Our Services

Tax, Accounting and Business Consulting Services:

  • Tax Preparation
  • Financial Tax and Estate Tax Planning
  • Accounting
  • Financial Statements
  • Bookkeeping
  • Payroll
  • Business Consulting
  • IRS Audit Representation

Additional Financial Services:

We have found that most clients will experience certain milestones throughout their lives, therefore we have built a core service and advice model around those key areas.

At any given stage, we can provide the following additional financial services available at Affiliated Financial Group...

Life Planning
Goals and Objectives Review
Rick Tolerance Analysis
Cash Flow and Budget Review
Debt Management
Education Planning and Funding
Estate Planning
Trust Creation
Business and Succession Planning
Ongoing Updates of Financial Plan

Investment Planning
Retirement Needs Analysis
Investment Management
Charitable Gifting Strategies

Insurance Planning
Life Insurance
Long Term Care Insurance
Business Insurance
Property and Casualty Review
Disability Insurance

Real Estate
Mortgage Services
Real Estate Financing

We strive to provide you these services to help provide a peace of mind: