How We Do Business
We use our expertise in taxes and financial planning to help our clients plan and pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome to American Financial Services, Inc! We understand that individuals and businesses face unique challenges as they build wealth and plan for the future. As CPAs and financial professionals we provide tax and wealth management solutions with your unique situation in mind.
Our firm provides solutions for the Eight Wealth Management Issues®, the constantly changing tax laws, and your financial goals. We work closely with our clients to build a comprehensive investment plan that is considerate of their goals, expectations and the effect of taxes on their portfolio.Contact Us
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Bonds may outperform stocks one year only to have stocks rebound the next.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Earnings season can move markets. What is it and why is it important?
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.