Affiliated Financial Planners

Affiliated Financial Planners OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Faith in Finances
www.affiliatedfinancialplanners.com
Financial Planning, Estate Planning, 401k Rollovers, Mutual Funds, Annuities, Disability Insurance, Life Insurance, Medicare, Tax Planning, Tax Preparation "Affiliated Financial Planners, LLC offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securitie

s and Exchange Commission. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides." Affiliated Financial Planners is a relationship-based financial planning firm. We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, FDIC Insured Banking Services. No matter what your level of wealth, working with your financial professional at Affiliated Financial Planners can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

Accumulation: how to target asset growth
Retirement planning: how to target distribution of your assets in a tax-advantaged way
Estate planning: how to preserve your assets
Risk management: how to protect your assets
Business planning: how to grow and manage your business
Taxation: how to minimize your tax burden

04/29/2026
🍀Happy St. Patrick's Day🍀www.affiliatedfinancialplanners.com🍀
03/17/2026

🍀Happy St. Patrick's Day🍀www.affiliatedfinancialplanners.com🍀

Team USA! 🇺🇸🥇🥈🥉❤️🤍💙❄️
02/17/2026

Team USA! 🇺🇸🥇🥈🥉❤️🤍💙❄️

How many medals has the U.S. secured in Milan? Here's the latest.

Feeling cold and cooped up this winter? 🥶 Here are a few fun ways to beat cabin fever and enjoy the weeks ahead! 😉👍
02/04/2026

Feeling cold and cooped up this winter? 🥶 Here are a few fun ways to beat cabin fever and enjoy the weeks ahead! 😉👍

6 more weeks of winter! ❄️☃️ Just in case you missed this morning's forecast and celebration...
02/02/2026

6 more weeks of winter! ❄️☃️ Just in case you missed this morning's forecast and celebration...

Punxsutawney Phil has made his prediction and let the world know if there will be more winter. Watch his prediction live.

01/22/2026

Address

2340 PA Route 309
Schnecksville, PA
18069

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+14842972199

Website

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