About Us
About American Financial Assocaites
At American Financial Associates, we are more than just a financial services firm; we are dedicated partners in helping you achieve a confident and prosperous future. With over 25 years of experience, we specialize in crafting personalized financial strategies tailored to the unique needs of each client, whether you're an individual, a family, or a business owner.
Our comprehensive suite of services is designed to address every facet of your financial life, ensuring a holistic approach. We recognize that no two clients are alike, which is why we customize our recommendations to fit your specific situation. Whether you need a dependable retirement income stream, additional healthcare coverage, or plans to protect your loved ones in case of the unexpected, we are here to guide you. Additionally, understanding the impact of taxes, we explore strategies to potentially reduce your tax burdens and optimize your financial well-being.
Our Mission
At American Financial Associates, our mission is to help individuals, families, and business owners confidently plan for retirement. We specialize in creating customized retirement income strategies that meet your specific needs and goals. By focusing on integrity, innovation, and excellence, we aim to minimize financial risks, optimize tax strategies, and ensure reliable income for a secure retirement. Our goal is to provide peace of mind and financial independence, allowing you to focus on what matters most to you.
Tax-Maximization Strategies
Retirement Income Planning
Life Insurance
Advanced Estate Planning
Business Owner Solutions
Alternative Investments
Annuities
Risk Management
Our Team
With more than 25 years of experience serving clients nationwide, our team is dedicated to help our clients and our community.
Richard Duese
Phil is the Founder & CEO of American Financial Associates
