Advisors Financial Group (AFG) is a locally owned financial advisory firm whose principal has been doing business in Montgomery County since 1980. Using our personalized process, The Goal Achievement Method™, and our Retirement Center resources, we work together to develop a plan to help make your future become a reality and strive to develop a relationship built on trust, to help you along the way.

Advisors Financial Group consists of three separate operating entities:

  • Strategic Financial Plans, Inc., a fee-only financial consulting corporation and a Registered Investment Advisor.
  • Advisors Financial Strategies, Inc., a financial services company offering access to life, disability, and long-term care products, on an independent basis.
  • INVEST Financial Corporation, a FINRA broker/dealer through which AFG associates offer a full range of securities products, primarily on a fee basis with the option of commission when appropriate.

We believe that we provide value by offering perspective and direction though our firm belief system, confidence through our relationships, and opportunity through our creativity. 

Our Mission: To help our clients clarify and achieve their financial and life goals.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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