Welcome to the AFC Planning Group website.
AFC Planning Group is an independent financial services and insurance company. As an independent firm, we offer objective solutions that never involve the sale of any proprietary products. Our clients include small and mid-sized businesses as well as high net worth individuals.
We pride ourselves on our personal client relationships and have an unparalleled commitment to service. We are easily accessible and believe in frequent communication with our clients to keep them fully informed about their accounts so they know what’s happening and why.
Our mission is to help our clients identify and realize their financial goals while minimizing their exposure to unnecessary risk. We focus on building custom investment and insurance portfolios to help meet their needs while emphasizing on consistent tax-efficient returns.
We welcome the opportunity to introduce our unique formula that aims for fiscal stability into your financial future. Please call or stop by our offices at any time. We look forward to meeting you.
Sincerely,
Lou Addesso & Frank Fattizzi