American Financial Management Group | Philadelphia Financial Planner

Optimize Your Money,
Optimize Your Time

American Financial Management Group works with you to align your finances so that you can make the most of the scarcest of resources - TIME

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It's All Connected

At AFMG we want you to have the resources, both time and money, to do the things you WANT to do in life, and not just the things you HAVE to. That takes being deliberate about your “#2ndHalfPlan”. We help you get clear on your goals, decide on the path to get to those goals, and keep you on track along the way.

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Financial Planner in Philadelphia

Financial
Asset Analysis

Review and Assess
Inventory and Categorize
Explain and Suggest

Income Planning in Philadelphia

Investment
Management

Return efficiency
Risk awareness
Tax sensitivity

Investment Management in PA

Goal Based
Planning

Goal identification
Future projections
Assumption discussion

Retirement Planning in Philadelphia

Retirement
Income Planning

Lifestyle funding
Medicare and Social Security strategies
Survivor income

Financial & Retirement Planning in Philadelphia

Retirement Account Optimization

Account taxation
Funding selection/levels
Beneficiary & legacy planning

Financial and Estate Management in Philadelphia

Estate and
Trust Strategy

Liquidity concerns
Tax trade-offs
Bequest funding

Services

Doctors have the Hippocratic Oath. We at AFMG have the Fiduciary Standard. This means when we say we put clients first, we are legally and morally obligated to do just that. We earn our fees by giving you our best advice and not by selling you “stuff”.

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Let's Talk

The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances. We bring our areas of expertise to your areas of curiosity, ambition and worry.

Let’s get this conversation started.

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Blog

Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.

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Understanding the Social Security Earnings Limit

A few weeks ago, I was talking to my friend Jim*, and he was venting about a problem ...
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Anticipating Policy Changes in Retirement

At the close of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, providing a ...
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Retiring Before Your Time

When most of us take a trip, we make a plan so we can enjoy the journey. When ...
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How to Spend “Enough” in Retirement

I frequently describe retirement as the time of your life when you have both the time and resources ...
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Who We Are

AFMG is an advisory firm focused on helping you understand what is needed to optimize your “#2ndHalfPlan”.

Services
Contact Details

1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
610-296-3393

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and American Financial Management Group (AFMG) are separate entities.