Afia Wealth Management
No reviews yet
•
Cleveland, OH & Online
Services offered
Personal Financial Planning
Financial Services - Tax Planning Consultation
1 hr
Proactive consultation to minimize your tax liability through legal strategies and income structuring.
Free
Financial Services - Investment Portfolio Review
1 hr
Evaluation of your current investment accounts for performance, diversification, and alignment with your goals.
Free
Financial Services - Free Consultation
30 mins
Schedule a free consultation to discuss your financial goals and determine which planning services best suit your needs.
Free
Financial Services - Education Planning (College Savings, 529)
1 hr
Plan for future education costs with 529 plans, savings strategies, and tuition forecasting.
$175
Financial Services - Budgeting & Expense Management
1 hr
Create a detailed monthly budget, track spending habits, and develop strategies to stay on target and reduce expenses.
Free
About
At Afia Wealth Management, we specialize in personal financial planning tailored to meet your unique needs. Based in Cleveland, OH, we are dedicated to helping you achieve financial clarity and security. Our approach is rooted in personalized service, ensuring that every client receives expert guidance and a comprehensive plan for their financial future. Whether you're planning for retirement, managing investments, or seeking advice on wealth preservation, Afia Wealth Management is committed to empowering you to make informed decisions and reach your financial goals.
Highlights
Serves Cleveland, OH
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.