If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Poor credit can hinder financial progress. We assist individuals and business owners who are experiencing problems with their creditors and those who are having difficulty obtaining credit.
As a (CDFA) Certified Divorce Financial Analyst we can help you avoid some of the most common mistakes made by divorcing people.
This area is important to anyone who is concerned about preserving wealth. We help create estate plans based on our client’s goals and objectives. Estate planning is a coordinated effort of the financial planner and other professionals whose expertise may be necessary to implement the plan. One very important aspect of estate planning is the review of elder care issues.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.
Accountable Financial Management Corporation (AFMC) provides advice that specifically suits your financial situation. Before you make your next financial decision call AFMC. We help you make wise financial arrangements. Our recommendations are based on our expert knowledge of current financial and economic information. We are dedicated professionals. AFMC works on a fee/commission offset basis. A fee is required for consultations and for personalized written reports; however, the fee can offset when commissions are earned.
We evaluate the insurance needs of businesses and individuals. As insurance brokers for numerous insurance companies we provide the following types of insurance: life, health, disability, long term care, auto, homeowners, liability, bonding, and commercial coverage.
As registered investment advisers and registered representatives, we help our clients invest their money wisely. Our investment recommendations are based upon our client’s goals, risk tolerance and resources. We place our client’s investment transactions through our broker-dealer, Sun Street Securities, LLC. member of FINRA, SIPC.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
AFMC’s consultants can help the business owner problem solve. We listen and probe to help identify the areas that can be improved. We roll up our sleeves and work with management in all phases of a project to reach stated objectives.
Retirement and Employee Benefit Planning
A financially secure and comfortable retirement is a goal that is not assured. We develop and help to implement retirement plans for individuals and pension plans for businesses. Our retirement plans project your income and expenses with adjustments made to account for inflation. We design qualified and non-qualified pension plans for business owners.
We identify the risk exposures of a business and recommend appropriate risk management techniques.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Using planning strategies, a tax reduction may be possible for you. We also recommend tax avoidance techniques.
Written Financial Plans
Are you planning for a new home, a business, a business loan, retirement or for someone’s college education? AFMC will combine your goal and recommendations into a written plan of action.