We care, are compassionate, and not affiliated with any insurance or investment companies.
Planning for the Future
Employer-sponsored retirement plans are a great way to save for the future, but there are many different components to a retirement plan. At Authentic Financial Advisors, we offer investment advice and recommendations so you can supplement your current retirement plan to meet your future income needs. By listening, understanding, and using our knowledge and available resources, we can help achieve your financial goals.
Gifting That Keeps on Giving
Your children are important to you, and a strong education is essential to their transition into adulthood. It is best to begin saving for your child’s education as soon as possible, but it’s never too late to start. Whether you are planning to save for private school tuition or a post-secondary education, we are here to help you make investment decisions that cost a little now and mean a lot later. We believe in educating the generations. You’re never too young or too old to start learning.
Protecting What Matters Most
You’ve worked hard to grow your wealth. Have you done enough to protect it? Authentic Financial Advisors provides asset protection strategies to help guard that which you have faithfully compiled. With our assistance, we can help ensure that you are using traditional insurance, such as auto, home, business, disability, and life at the individual and group level, to mitigate the various risks with proper coverage.
How Much Are You Leaving on the Table?
Taxes are one of life’s certainties, but that doesn’t mean they need to be one of life’s strains. While CPAs and other tax planners are an important part of year-to-year tax planning, Authentic Financial Advisors helps you consider the long-term taxable effects of your investment decisions. Our process includes tax efficiency and distribution strategies to help you maximize your returns and minimize your tax burden.
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA &SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Authentic Financial Advisors and Cambridge are not affiliated.
We are the financial services firm of choice for our armed forces, police, and firefighters. As a show of appreciation, we provide our services at a reduced fee to these select individuals.
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