AFS Wealth Management

AFS Wealth Management is a financial planning firm based in Farmington Hills, Michigan. The company is a limited liability company and employs four people. AFS Wealth Management generates approximately $2.5 million in annual revenue. Their primary focus is on providing financial planning services specifically for retirees and individuals approaching retirement. The company helps clients develop comprehensive financial strategies tailored to their needs, encompassing areas like low-risk investment strategies, tax optimization, Social Security benefit planning, and strategies for managing unexpected events. AFS Wealth Management differentiates itself through the expertise of their Chief Investment Advisor, Phil Putney. As a Certified Public Accountant with over 23 years of experience in the industry, Phil brings a wealth of knowledge to assist clients in navigating the complexities of retirement planning, mitigating risks, and ensuring a secure and comfortable retirement. Clients interested in learning more about AFS Wealth Management's services can contact them via phone at (248) 888-7530 or visit their website at afswealthmgt.com.