Phillip P. Putney is a trusted brand specializing in financial planning and wealth management for retirees and soon-to-be retirees. With their expertise, they aim to provide their clients with security and peace of mind in retirement, allowing them to focus on what truly matters to them.

At AFS Wealth Management, they offer a comprehensive range of services to address all aspects of retirement planning. This includes income planning to help maximize retirement benefits, advanced tax planning to navigate potential tax brackets, investment planning to ensure low-risk and successful investment strategies, risk management to protect clients' life savings, and legacy planning to establish family legacies. Their experienced team guides clients through a step-by-step financial strategy process, taking into account all retirement needs and goals.

Phillip P. Putney understands that retirement is a once-in-a-lifetime event and is committed to helping clients retire with certainty and confidence. Trust them to create a personalized financial strategy tailored to your unique needs and aspirations