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OUR EXPERTS HELP YOU WITH ONE-ON-ONE PLANNING, EDUCATIONAL WEBINARS, AND ON-DEMAND CONSULTING
Personal
Goal Setting
Investment Options Education
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& Saving
Tax Mitigation & Possible Elimination
Debt
Repayment
Retirement Income Optimization
Emergency Preparation
Legacy & Estate Planning
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ADDITIONAL BENEFITS
Schedule a 15-min. discovery call and we will extend your FREE TRIAL to 30 days!
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What clients are saying
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“Steve and his team have treated us like family. They have been there for us anytime we’ve needed their help.”
Brian Wong
Business Owner
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“I have been working with The AFI Group for over 20 years and their honesty is unparalleled.”
Miguel Zaldivar
Director of Manufacturing
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“After helping us navigate through the 2000’s, there is no one that I trust more than Advanced Financial.”
Chris Garner
Chief Investment Officer
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