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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

How We Do Business

 

We use our expertise in taxes and financial planning to help our clients plan and pursue their financial objectives.

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What We Can Offer You

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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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.

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Saving for College 101

Here’s a crash course on saving for college.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Rightsizing for Retirement

What does your home really cost?

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