They want to pay the least amount of taxes in their retirement
Tax-Smart Retirement™ and Medicare Planning for your Retirement Journey
We help you save money on taxes so you can spend more and live better in retirement
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We’ll have a relaxed, practical conversation to see if we’re a good fit
“We were approaching retirement and felt overwhelmed with everything… AFS was easy to work with, knowledgeable, and moved us in a direction that saved us money.”
Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.
Avoid the “Tax Tidal Wave” when you retire
People often come to us because:
You’ve worked hard for your money. We help make your money work hard for you.
Want help to plan your Tax-Smart Retirement™? Click below to schedule a call.
Yes, Let’s TalkOur clients stick with us for life because…
- We are a team of CPAs and retirement specialists specifically certified to help you minimize taxes throughout retirement
- We are fiduciary advisors — which means we are a true financial partner who acts only in your best interest
- We plan and project your retirement years down the road — and make adjustments as your life evolves
- We keep up with the constantly changing tax regulations so you don’t have to
- We help you get Medicare right and avoid, “But no one ever told me that” moments
- We’re a communicative, proactive partner — we never leave you hanging
Things are always changing. Tax rules, Medicare, all that stuff. We can’t keep up with it all. But AFS does, and has their ear to the grindstone, taking care of it for us. We don’t need to sweet the details.
Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.
Tax-Smart Retiree™ Client Success Stories
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Tax-Smart Financial Security
Jeff was nearing retirement and wanted to make sure that he and his wife, Pam, would stay financially secure…
Continue Reading →Case studies are a representation and are not a guarantee of results
From CPA to full-service Personal Financial Specialist
Learn more about Phil Putney and the AFS Financial Group Team
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Our Services
Your 1-stop shop for tax-smart retirement planning, wealth management, and Medicare planning
See Our ServicesThe Tax-Smart Retiree: A Guide to Thriving in Your Golden Years
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Blog + Podcast
Phil’s Tax Hacks & Other Retirement Facts
Phil’s blog and podcast for finance, tax and retirement guidance
You’ve worked hard for your money. We help make your money work hard for you.
Want help to plan your Tax-Smart Retirement™? Click below to schedule a call.
Yes, Let’s Talk