Today’s Hack
Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns with your needs. In this episode, we take you behind the scenes to explore the core values and unique processes that sets AFS Financial Group apart.
We’ll walk you through how we get to know our clients on a deeper level, create personalized financial strategies, and how our approach redefines what it means to have a successful financial planning experience. Find out how being a CPA and investment advisor gives Phil a unique perspective on preparing for retirement.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:54 – Phil’s core values
2:34 – Being a CPA and financial advisor
5:11 – Education
8:51 – How does Phil measure success?
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.