Our Strategy

We Are Here To Serve You

Making investment decisions are often complex.  News headlines can cause investors to make key mistakes based on emotional decisions. We help educate clients and provide clear perspective to help ignore the white noise.

Personal discussions with our clients determine goals and objectives. Individual time horizons, risk tolerance, liquidity needs and family goals are all considered when making recommendations.

We do the research and homework you don’t have time to do. We select investments to keep portfolio costs low with a diversified mix of assets. Portfolio construction is guided by our focus on both risk & return.

Our mission is to create peace of mind for you – while building a long-lasting relationship.

Benefits of Financial Planning

Benefits of Investment Selections

  • Risk and return appropriate for your age & time frame.

  • Greater peace of mind from a disciplined, diversified approach.

  • Increased success of achieving your goals.

 

  • Choose a portfolio to meet your goals and risk tolerance.

  • Avoid the mistake of “looking in the rear view mirror.”

  • Diversification and low fees.

  • Transparency

 

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Contact Info

Call Us: 770-977-2434
Toll Free: 888-413-9080
Email: info@afainvestments.com
2551 Roswell Road, Suite 310
Marietta, GA 30062