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AFG Financial
About
We will help you make wise financial choices and become a better financial steward. Our personalized, financial advice is designed to help you have more peace and confidence as you move along the path to your financial future. You can learn more about us at www.afgfinancial.com
I love helping people.
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Frequently asked questions
What is your typical process for working with a new customer?
We have a 3 step process
1) Meet and review your overall financial picture and goals. There is no cost fo this initial 1 hour meeting as we get to know each other and determine how we would like to work together.
2) We review your information and make recommendations. this wil range accross a wid variety of financial topics including : budgeting, risk management/insurance, investments, tax considerations, and planning for retirement, education, estate, etc.
3) We help you implement the recommendations. We believe the serving you is our business. Maintaining a solid partnership with you helps ensure we can adapt to the changes in the environment an dyour goals. This includes quarterly aor semi-annual checks for updated and changes.
What education and/or training do you have that relates to your work?
- Graduate of The College of Financial Planning, CFP Certification Professional Education Program
- Bachelor of Science in Business Administration with a minor in Mathematics with honors from Oregon State University
- Completed Dave Ramsey's Financial Peace University course