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Services

Affluent Wealth Group is committed to provide a customized financial solution through a step-by-step process to help make you feel confident in your decisions.

Once your goals have been established, our licensed financial professionals will customize appropriate strategies to suit your vision and objectives. They can help you execute a sound financial program utilizing the following services:

Financial Planning

Whether you’re looking to expand your business, buy a home, or secure your children’s education, we create a tailored plan that aligns with your life goals and objectives.

Retirement Savings

From IRA, SEP IRAs to Solo 401(k)s, we can help you determine the right retirement savings options that can maximize contribution limits and tax advantages.

Education Planning

From Understanding tax implication, risk tolerance to time horizon on saving for your children's education or your professioal development, we will guide you through the process to make the right choices for your situation.

Lifetime income planning

We can help remove your concern of longevity and the cost of living increases during retirement, so that you can create a self funded pension through annuity solutions.

Tax Planning

With high income comes high tax responsibility. We’ll help you navigate the complexities of the tax code, focusing on strategies that minimize your taxes while maximizing opportunities for both your personal and business finances.

Business and Personal Risk Management

Managing your business and personal risks are foundational building block to your wealth accoumulation. We’ll help you identify and manage these risks through tailored insurance solutions, protecting both your personal assets and your business.

Estate Planning

We’ll help you create a comprehensive estate plan that protects your money and ensures a smooth transition of both your personal wealth and business interests.

How can we assist you?

Start your journey towards financial freedom today.

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