AFS Financial Group

AFS Financial Group Private Wealth Management, Tax, Investment, and Insurance Specialist. Providing Low Volatility, Low R

AFS Financial Group specializes in financial planning for retirees and soon-to-be retirees. Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement. At AFS Financial Group, we'll help you create a comprehensive financial strategy that addresses your reti

rement needs, from low-risk successful investment strategies, tax minimization, social security benefits planning, and even planning for the unexpected and the inevitable. AFS is truly a full-service financial firm with over 17 years of experience helping retirees and soon-to-be retirees enjoy their golden years. Our Chief Investment Advisor, Phil Putney, is a CPA and 23-year veteran of the industry. Phil has spent his career building a repertoire of skills that allow him to help protect his clients from the many pitfalls that face today’s seniors, from market volatility to taxes, social security, and even IRA withdrawal strategies, all can affect your quality of life during retirement. Phil is a member of Ed Slott's elite IRA advisory group, which makes up less than 1% of the top financial professionals in the industry. Phil has also been awarded the 5-star wealth management award for 2 years running for outstanding service as a financial professional. To learn more about AFS or Phil visit our website at http://www.afswealthmgt.com/

Let us help you enjoy your retirement, discover what it means to have security & peace of mind in your retirement. Call us today: (248) 888-7530

Securities and Advisory Services Offered Through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc., and AFS Wealth Management, LLC are not affiliated Companies.

06/01/2026

True retirement means you’re no longer tied to a paycheck, but you still choose how, when, and if you want to use your skills.

05/30/2026

Markets will go up and down — that’s just investing. The key to retirement success isn’t avoiding downturns; it’s making sure the money you rely on isn’t the money exposed to short-term market swings.

Am I ready to retire in 2026? 🤔Three listeners recently asked the same question- but for very different reasons.From mar...
05/28/2026

Am I ready to retire in 2026? 🤔

Three listeners recently asked the same question- but for very different reasons.

From market uncertainty and healthcare costs to pension timing and the fear of losing purpose, Phil breaks down what actually matters when deciding whether to retire ⬇️

🎙️Watch now: https://philstaxhacks.com/podcast/am-i-ready-to-retire-in-2026/

05/26/2026

Our goal is to gather information over the course of two or three meetings before we start formulating a plan. Here's why that's important to us.

05/22/2026

A good advisor will learn more about you and your situation long before recommending investments to you.

A lot of people think meeting with a financial advisor is going to feel like:😬 Pressure😬 Sales pitches😬 Bad newsBut a go...
05/21/2026

A lot of people think meeting with a financial advisor is going to feel like:
😬 Pressure
😬 Sales pitches
😬 Bad news

But a good planning experience should feel completely different.

In this episode, we break down:
✔️ What the first meeting should actually look like
✔️ Why planning should happen before investments
✔️ How great advisors help people make decisions with confidence
✔️ Why retirement planning is never “set it and forget it”

🎧 Watch now and hear what a real planning relationship should feel like
👉https://philstaxhacks.com/podcast/inside-a-great-financial-planning-experience/

05/19/2026

We like to say that a trust is good if you don't trust. That often leads to a number of scenarios where you probably want to choose a trust over a will.

05/15/2026

Most married couples aren't ready for the changes that will happen when one of them passes. There could be a significant drop in income along with other shifts that you need to prepare for.

Retirement protection isn’t just about investments.It’s also about:✔️ What happens to your spouse financially✔️ Whether ...
05/14/2026

Retirement protection isn’t just about investments.

It’s also about:
✔️ What happens to your spouse financially
✔️ Whether your documents are updated
✔️ Who can make decisions for you
✔️ And whether your family is prepared if something changes unexpectedly

In this episode, we talk about the conversations most people avoid:

Life insurance in retirement
Beneficiary mistakes
Long-term care realities
Estate planning essentials

Because one outdated document or one forgotten beneficiary…
👉 Can completely change the outcome for your family.

🎧 Watch now: https://philstaxhacks.com/podcast/memorial-day-reminder-what-does-real-financial-protection-look-like/

You’ve managed your money well for years, so why would you need an advisor now?Because retirement isn’t just about growi...
05/07/2026

You’ve managed your money well for years, so why would you need an advisor now?

Because retirement isn’t just about growing your money anymore. It's now time to turn it into income, manage taxes, and make decisions you can’t undo.

This video breaks down why the transition into retirement changes everything and what an advisor actually brings to the table.

🎧 Watch now: https://philstaxhacks.com/podcast/youve-managed-your-own-money-successfully-why-would-you-need-an-advisor-now/

Address

22029 Farmington Road
Farmington Hills, MI
48336

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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