The AFI Group’s cover photo
The AFI Group

The AFI Group

Financial Services

Tustin, CA 285 followers

Financial Independence from Wall Street & Taxation

About us

Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning. We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is personalized and represents your family's values and objectives. This 12-month, education-based coaching program is designed to give you the accountability you need to work with our advisors to develop a plan that will help you achieve your financial goals.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Tustin, CA
Type
Privately Held
Founded
1979

Locations

Employees at The AFI Group

Updates

  • 🚨 Programming Update 🚨 Retirement Rescue Weekly is pausing it's weekly broadcast to produce two new educational broadcasts packed with valuable insights for retirees. In the meantime, catch up on past episodes and revisit key strategies to protect your savings, reduce taxes, and secure your retirement. 🎥 Watch the replays here ➡️ https://lnkd.in/gwR-JpYE We’ll be back soon with even more ways to help you rescue your retirement! 🚀

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  • Estate planning isn’t just for the wealthy. Here are 3 reasons why your family needs a plan before it’s too late: • Without a plan, the courts decide who gets what. • Legal battles can drain your estate and cause family conflict. • Taxes and fees can take a huge chunk of your wealth. Prince’s $300M estate turned into chaos because he didn’t plan. Don’t make the same mistake. 🚨 Join us LIVE tomorrow, January 30th, to learn how to protect your legacy! ⏰ @11 AM EST! 🔗 Watch and join the LIVE here: https://lnkd.in/eKmt4ZKb

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  • Prince’s estate planning mistake shocked the world. Here are 4 lessons from his story to help you safeguard your family’s future. → He left behind a $300M estate—with no will. → 45 people claimed to be his heirs. → Legal battles dragged on for years. → Over $100M was lost to taxes and fees. It didn’t have to be this way. Join us LIVE tomorrow as we break down the estate planning lessons from Prince—and how to secure your legacy the right way. 📅 Tomorrow, January 30 ⏰ @11 A EST 📍 Watch LIVE here → https://lnkd.in/eKmt4ZKb

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  • 🏠 Retired Without an Estate Plan? Think Again! Only 33% of Americans have a will or estate plan — and the consequences can be devastating. Don’t let your legacy become a family feud or burden your loved ones with unnecessary taxes. In this week’s Retirement Rescue Weekly episode, we broke down 10 common retirement mistakes — including estate planning oversights — and how to fix them before it’s too late. 💡 Take charge of your retirement today. 📺 Watch the replay now for expert tips and strategies! ➡️ https://lnkd.in/gwR-JpYE

  • 🎢 Is Market Volatility Wrecking Your Retirement Plan? Taking too much risk — or not enough — can derail your retirement dreams. Are you aligned with your goals? This week on Retirement Rescue Weekly, we unpacked the Top 10 Ways Retirees Can Mess Up Their Retirement and shared simple fixes to protect your nest egg, avoid running out of money, and plan for a longer, happier life. 📲 Missed it? No worries — the replay is now available! 🎥 Watch it here and retire with confidence! ➡️ https://lnkd.in/gwR-JpYE

  • 💸 Stop Giving Uncle Sam More Than He Deserves! Here’s how to keep more of your hard-earned money: 1. Plan your taxes strategically. It’s not just what you make, it’s what you keep. 2. Adjust for inflation in your retirement plan. Avoid costly surprises in the years ahead. 3. Rein in overspending. Small changes can lead to big savings. We covered this and more in Retirement Rescue Weekly. 🎯 Don’t let taxes drain your savings. 📺 Watch the replay here → https://lnkd.in/gwR-JpYE

  • Think Medicare will cover all your healthcare costs? Think again. Fidelity estimates a couple retiring today needs $315,000 just for medical expenses. 😳 And that’s just one of the costly missteps retirees make. In this week’s episode of Retirement Rescue Weekly, we shared the Top 10 Retirement Blunders and practical solutions to dodge them. Whether it's tax traps, inflation, or running out of money too soon, we’ve got you covered. 📲 Catch the replay now and get the roadmap to a secure, stress-free retirement. Your future self will thank you! 🎥 Watch here ➡️ https://lnkd.in/gwR-JpYE

  • 🛑 Did you know 40% of retirees lack a formal income plan? Or that claiming Social Security too early could slash your lifetime benefits by 30%? 😱 If retirement feels like a minefield of potential mistakes, you’re not alone. That’s why we broke down the Top 10 Retirement Mistakes — and more importantly, how to avoid them — in this week’s episode of Retirement Rescue Weekly. 👉 Missed it? Don’t worry! The replay is ready for you. Watch now and learn how to retire confidently without leaving money (or peace of mind) on the table. 📺 Click to watch the replay and safeguard your future! Link here: https://lnkd.in/gwR-JpYE

  • 🌟 A huge shoutout to everyone who attended today! 🙌 It was an incredible session packed with insights, practical strategies, and great questions from all of you. Retirement is a journey, and we’re thrilled to help you navigate it with confidence. By addressing common mistakes—like underestimating healthcare costs, ignoring inflation, or claiming Social Security too early—you’re already steps ahead in securing the retirement you’ve worked so hard for. 👏 💬 What was your biggest takeaway? We’d love to hear your thoughts! Missed the session or still have questions? No problem! Catch the replay here: https://lnkd.in/gwR-JpYE

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  • 💭 Are you unknowingly making decisions that could cost you your dream retirement? This session is perfect for near-retirees and retirees who want to safeguard their nest egg, avoid costly mistakes, and retire with confidence. ✨ What You’ll Learn: • How to create a retirement income plan that lasts. • Tax strategies to disinherit Uncle Sam. • The truth about Social Security and healthcare costs. 💡 Your Financial Quarterback is here to help you stay in control of your retirement journey. 📩 RSVP Now and join us online! Don’t miss the chance to secure your retirement dreams. Link here: https://lnkd.in/ebufHmde

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