More Than Just Financial Advice

More Than Just Financial Advice
“Executing The Right Solutions With The Right Professionals At The Right Time”

An Individualized Approach
Handling your finances can be complicated. With so many factors to consider, from retirement planning to long-term care insurance, you want to work with experts you not only like and trust, but an organization whose skills focus on the myriad financial issues you and your family face.

Because your financial objectives drive your planning process, Tom encourages you to take the time to sit with them and develop your immediate and long-term goals.

When it comes to analyzing your present financial position and planning for your financial present and future, Tom brings a synergy to your unique concerns, coordinating and integrating every aspect of your financial life—making sure you always have an underlying force at work to help you achieve your objectives.

Comprehensive Financial Planning
A partnership with Tom Ammons offers:

  • A meeting where your personal financial goals are developed
  • A written plan developed to help you pursue those goals
  • An asset allocation strategy based on your unique risk tolerance and timeframe
  • Your investment strategy implemented with services and products tailored to your needs
  • A prudent portfolio that is monitored and adjusted to incorporate your life’s changes

Your financial planning process includes an in-depth review of your income tax, retirement, estate, investment planning, and risk management needs. This thorough analysis allows for a comprehensive financial plan designed to help keep your investments diversified, properly allocated, and potentially growing for the long-term.

As a one-stop financial shop, we offer a process that coordinates your accounting, legal, investment, insurance, and borrowing needs. Applying skills from a trusted network of accountants, lawyers, and insurance professionals to analyze your diverse financial requirements to help you find the succinct strategies and solutions you seek.

Take the first step to financial organization with the experienced services of AAF. We’ll work with you to bring together all the expertise needed to help you benefit from a comprehensive financial plan that works.

Tailored Services That Fit Your Life
Perhaps you don’t require a full financial plan. If you want to focus solely on your estate planning and need to review your IRA beneficiaries, you’ve still come to the right place. AAF caters to your specific needs and will customize any one of our services to address all of your financial goals. Opportunities to benefit from one, two, or a custom combination of our services:

  • Higher education planning
  • Estate preservation
  • Strategies to protect your survivors
  • Gifting strategies
  • Trust services*
  • Business continuation and protection

 

  • Wealth accumulation 
  • Asset protection strategies through insurance planning
  • Asset allocation
  • Tax planning
  • Retirement income goals

*Estate Planning services offered through qualified estate planning attorneys.