176 Croghan Spur Road
Suite 204
Charleston, SC 29407
  • (843) 952-7041
  • (843) 737-0591


You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us


You can review interesting Flipbooks on my site.

View Flipbooks

Our purpose is to create better financial outcomes for our clients.

We create collaboration with multiple advisors to solve the increasing complexities; demands on time required and needs of expertise to bring clarity and simplicity to wealth accumulation, wealth protection and wealth distribution to future generations.

We are passionate about uncovering the complex issues and problems for Business Owners and Executives that no other advisor is helping them uncover and addressing those financial issues. 97% of family owned businesses do not make it to the 3rd generation1. Our team is driven to make sure that those businesses do not fail.


1 Why Wealth Disappears  http://www.fa-mag.com/news/why-wealth-disappears-8227.html


We can help you answer the questions you may have about your financial future, such as: 

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a ROTH IRA?
  • How can I position my investments so I can still reach my goals while reducing risk?
  • Do I need disability income insurance?
  • Do I need Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Our firm focuses not only on asset growth, but also on asset protection and risk management. This holistic approach allows advisors to tailor custom insurance investment solutions based on their clients' needs.

At AFG we help individuals, families and business owners reduce unnecessary risk. We strive to be a valuable resource for financial education and holistic planning. Our financial professionals use their knowledge and experience to help you make the right financial decisions at the right time.

Click here to watch a video that explains our financial planning process.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck