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Client Support
AFC is a full service financial firm. We do not view a client as a “case”; rather we approach each individual client as a lifelong relationship. To us, from the initial stages of planning, we will be there with you each step of the way, creating a plan that specifically suits you needs. At AFC, we have created a unique, flexible structure that gives our financial planners and advisors the power to serve our clients with passion and commitment. We are supported by the world’s largest financial firms, however we are not burdened by sluggish corporate response. Our nimble framework allows us to adapt to each situation, ultimately providing our clients with the best service possible.

Partnership Support
As an AFC’s partner, you have access to over 30 years of international and domestic financial planning experience. We create an atmosphere where our partners can focus on clients, not burdensome paperwork or complex systems. We offer quick response for case design and case support. The professionals at AFC can perform full estate analysis and provide client presentations explaining their financial planning model. We believe in efficiency and speed; whether it is complex business planning models or individual wealth preservation, we can help you focus on your clients.

AFC is here to support you.
To provide exceptional service in our global community.
Dedicate our talents and focus to serve our clients.
Upholding the very highest standards of due diligence.
To dream the impossible and to reach the unreachable.