Your Custom Financial Plan
Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else.
AAF Wealth Management was built to meet this need. Our comprehensive financial planning, investment expertise, and commitment to the highest ethical standards make us the rare partner that can truly help you enjoy your financial freedom.
We believe that the future you envision cannot be achieved through investments alone. It is instead made real through the interplay of all the elements that comprise your financial life.
Jan & Jef: Unique from the very beginning…
Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct to a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.
Helpful Content
AAF Wealth Management Q4 2024 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal financial health, AAFCPAs is pleased to share Q4 2024 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. Overall, […]
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Social Security Changes for Public Service Employees
What To Know About the Social Security Fairness Act On Sunday, January 5, President Biden signed the Social Security Fairness Act into law, marking one of the most significant changes to Social Security in decades. This legislation directly affects around three million public service employees, including teachers, firefighters, police officers, and their families. Beneficiaries will […]
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From the Desk of Kevin Hodson: New Retirement Savings Limits and the Impact of Cost of Living
With the conclusion of this year, let’s welcome the opportunities of the next. Following are updates on retirement savings limits and their impact on your financial planning. Also, let’s consider the rising cost of living on your financial strategies. New Retirement Savings Limits and Catch-Up Contributions Starting next year, there are significant changes to the […]
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