VISIT US ONLINE AT: www.afpinvestmentsinc.com 

American Financial Planning & Investments, Inc., provides financial planning services including asset management, retirement accumulation and estate planning on a fee-only basis. The firm's objective is to deliver customized financial advice that is unequaled in terms of quality from which the client can derive maximum value.

American Financial Planning & Investments, Inc., offers customized asset management services matching the client's return and risk requirements to a portfolio utilizing multiple investment asset classes, investment styles and portfolio managers which is designed, monitored and managed to achieve long-term investment objectives.

We are not owned by a bank, a brokerage firm, or insurance company but are completely independently owned.  We make use of no self-produced products and yet we work with the largest financial services companies in the world.  Unlike most financial advisors, we can utilize both no-load and load-waived investments with our clients, meaning that we can paint from a very broad investment palette to meet our clients needs. We utilize Institutional Class shares, which offer extremely low expense ratios, for even our clients of moderate means.

We do much more than just advise. We give you a plan-and the tools-to build your financial success. From investment management to tax, estate, education and retirement planning, we provide expert guidance and the most up-to-date solutions. We offer you options and the knowledge you'll need to make informed decisions about your future.