Unlimited Financial Advice for a Flat Fee.
How do we charge?
Simple, Easy, Smart.
Why Affluencer ?
You've never had an experience like this.
Imagine a life where all of your financial professionals are communicating on your behalf.
How are we different?
All of your experts are under one roof.
Certified Public Accountants offer clients in-depth knowledge about the world of taxation and have the ability to use advance tax strategies for clients with high assets. CPA's offer a significant advantage over a typical tax prepare.
The Certified Financial Planner™ is the nation's highest regarded designation in the area of financial advice. It requires over three years of graduate level training followed by a 12-hour exam. Only 23% of financial advisors in America have this designation.
Chartered Financial Analyst brings to the table concentrated knowledge in the area of economics, financial theory and other advanced topics. Only 17% of financial advisors in America hold this designation due to its difficulty level.
"We are here to take on your financial stress."
What we do?
Retirement, Estate, Financial
Creating a worry-free retirement starts with careful analysis and planning. Our financial experts will help you discover all of your available options and give you a clear roadmap on when to take your Social Security benefits, which pension options to choose, what the best savings methods are, and how to invest your savings in a safe and sound way for a lasting retirement without worry. Our advisors are fee-based which means they are not looking to sell you products; rather they are focused on which strategies give you the best results when it comes to your money.
Putting together a careful estate plan will help you eliminate estate taxes, avoid probate and deliver your assets to your loved ones without headache. Our estate planning process will also protect you and your loved ones from healthcare disasters using the right techniques to prevent running out of money in case of healthcare issues. Combining a savvy estate plan with your retirement plan can save you thousands of dollars in income and savings on estate taxes. Being holistic means that we will consider and balance all angles of your financial life.
At the end of the day, it’s not what you make it’s what you keep when it comes to money. At Affluencer® Financial we don’t just help you make money; we help you keep it through intelligent tax strategies and smart tax preparation. Most financial advisors invest your money without having a clear picture of your tax situation, while you may make money on one end; you may be paying much of it out in taxes on the other end. Our holistic financial planning considers all factors of your financial life, not just your investment portfolio.
"All Under One Roof"
What do our clients say?
Well... See for yourself.
"The best decision I've ever made..."
"I no longer have to worry..."
"I now feel in full control..."
Experience the the Affluencer difference