The AFP Group, LLC
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The AFP Group, LLC is a financial services firm dedicated to helping clients reach and hopefully exceed their retirement goals.
05/06/2022
Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.
Monthly Market Insights | May 2022 April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market.
05/04/2022
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
05/02/2022
Learn more about whether you need to pay estimated taxes.
You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Click here to claim your Sponsored Listing.
Save Money and Invest Wisely
Our mission is to help people master their money in all five areas of personal financial mastery (Income Optimization, Investment Optimization, Tax Planning Optimization, Estate Planning Optimization and Retirement Optimization). So you can spend your time on more fulfilling, creative and productive activities, our professional planners spend their time educating themselves, researching and anticipating potential barriers you might face and opportunities you might benefit from.
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Telephone
Website
Address
Houston, TX
77007
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
