• What Makes Financial Planning at AFS Financial Group Unique?

  • Oct 10 2024
  • Length: 14 mins
  • Podcast

What Makes Financial Planning at AFS Financial Group Unique?

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  • Summary

  • Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns with your needs. In this episode, we take you behind the scenes to explore the core values and unique processes that set AFS Financial Group apart.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    0:54 – Phil’s core values

    2:34 – Being a CPA and financial advisor

    5:11 – Education

    8:51 – How does Phil measure success?

    For more, visit us online: http://philstaxhacks.com

    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
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