Flat Fee
No more guessing, no more variables, full transparency. You will always know the exact fee you pay for our services.
Tax Focused
It’s not just about the money you make, it’s about the money you keep. Taxes are at the forefront of our planning, this year, next year, every year.
Accessible
No sales pitches, no pressure, no minimum assets required, no fee confusion. We meet you where you are and provide unbiased advice tailored to your situation.
Financial Planning Can Be Complicated
But, we've got your back.
Life is busy enough. Spending the time and effort it requires to self-manage your financial life in the way you know it deserves can be a stressor. Afton Advisors steps in and helps to focus financial priorities, to provide a roadmap for decisions now, and in the future.
Stress reduced, life improved.
Transparency is at the heart of trust in a long-term relationship. Our services and pricing reflect our commitment to helping our clients achieve their financial goals.
Retirement Planning
Every step you have taken in your life — whether it’s pursuing education, advancing your career, or building a business — is driven by the desire to create a better life for yourself and your loved ones. But amid all that planning, have you considered what comes after your working years?
Without a thoughtful plan for retirement, the hard work you’ve invested could be at risk. Instead of enjoying a fulfilling and secure future, you may face uncertainty, financial strain, and missed opportunities for the freedom you worked so hard to achieve.
Create a plan to transform your savings into your retirement income with Afton Advisors.
WANT TO GET IN TOUCH & LEARN MORE?
We’d love to talk with you! Book a complimentary consultation with us to see if we’re a good fit for each other.
No pressure, no pitch.
