3500 North Causeway Boulevard
When you choose The AFP Group, LLC a United Wealth Advisors Group, LLC affiliate http://www.uwagllc.com/, you are partnering with highly qualified financial advisors within disciplines who have over 100 years of experience helping clients like you achieve goals in challenging conditions. We offer our clients the benefit of:A Consultative Discovery Process: We employ a thorough one-on-one consultation process that allows us to delve deeply into your unique needs, goals, dreams, and concerns. Our experience has taught us that seeking a deeper understanding allows us to serve our clients better and offer more proactive strategies. By listening carefully to your family and business success stories, we learn about the purpose of your wealth, your goals in life, and your hopes for the future.Strategies, Not Sales: After developing a detailed understanding of your plans, we then provide educated advice and creative strategies to help propel you toward your goals. Rather than sell you on a single idea, we present you with a variety of possible options and explain the thoughts and rigorous research that went into each strategy we recommend. We believe that our educational approach enables you to make choices about your financial future.Powerful Connections: We have a nationwide presence and work with a network of outside professionals that allows our clients with complex situations to have immediate access to the professionals they need. By collaborating with independent professionals, such as accountants and attorneys, we help ensure that the advice you receive is integrated with your overall financial plan.Strength in Depth: When you become a client, you do not get just one advisor. Instead, you have access to the full breadth of our team's skill and experiences. The unexpected can happen, and many wealth managers do not have a robust succession plan in place, leaving their clients at risk. The scalability of our business model helps assure that our clients have the immediate support of experienced advisors whenever they need it.
At The AFP Group:
We work as a team. Gil Baker, Ann Baker Ronn and Karen Leba Baker. We bring a wonderful balance of experience, creative alternatives and personal warmth to the business of serving our clients. With combined experience of over 76 years, the AFP group works to offer you confidence.
We understand the concept of service. Whether serving our clients or volunteering for the community, we know that serving those who need us will demand something new of us every day.
We value your opinion. We cherish every referral and are proud of the great number of clients who stay with us for a lifetime.
We do what it takes. Call us. Tell us your idea of the ideal financial relationship. Tell us what you'd like your financial future to hold. Ask for any one of us, and together, we'll help you get there.