Financial Strategies 
First Quarter 2020
Market Update First Quarter 2020

March was another difficult month for stocks, capping off a turbulent quarter. The continued spread of the novel coronavirus led to even more fear and uncertainty in global markets.  Read More >>
How the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 Can Affect You

Here are some highlights of the CARES Act that could affect your personal financial situation.  Read More >>

The Paycheck Protection Program: Offering Financial Support for Small Businesses

Do you own a small business or are you self-employed? Learn about two programs that could help provide you with financial support to help weather the current crisis. Read More >>
Emergency Funds: Preparing for the Unexpected
Many people don't understand the importance of establishing and maintaining an emergency fund until it's too late. The coronavirus crisis is a perfect example of how the unexpected can seemingly come out of nowhere, and why getting your  personal  finances in order
should  be a top priority. 
Tax Return Request

If you haven't done so already, we would kindly request that you send us a copy of your 2019 Federal and state returns once they are filed to help us better serve you throughout the year. 

Please reach out to  our Operations & Client Service team below to learn how to securely send us your tax return.
AFM News & Notes

Check out what our team has been up to in the last few months.  Read More >>
How to Get Help with Anything You Need
In addition to your financial planner, you have a team supporting you. We have eleven exceptionally talented colleagues ready to assist.

Financial Planning & 
Asset Management Team

Call or email members of the financial planning team if you have questions related to any of the following:
  • The state of the economy or financial markets
  • Your financial plan or to discuss a new planning issue
  • Your portfolio
  • Understanding financial planning, investment, or tax reports
  • Trading issues
  • Email the team
Operations & Client Service Team

Call or email members of the client service team if you have questions related to the following:
  • Scheduling appointments
  • Moving money (e.g. deposits, withdrawals, transfers, checks)
  • Account paperwork (e.g. new accounts, beneficiary changes)
  • Questions about accessing your Client360® online portal
  • Changes in contact information (e.g. new address, phone number)
  • Email the team
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Our mission is to provide prudent financial solutions that achieve your goals through personalized financial planning and independent investment advice, and to do this with integrity, objectivity and excellence.