This article is sponsored by AFG Wealth Management.
Did you know that 72% of households do not have a written financial plan? Why? For most of us, our finances can cause us stress and anxiety as most of us do not even know where to begin and it is easy to feel overwhelmed. Thankfully, working with an experienced wealth planning team, such as AFG Wealth Management, can be an empowering (and maybe even a fun) experience. Local mom, wife, and active philanthropist, Amy Frank Goldman, founded AFG Wealth Management back in 2017 providing a comprehensive wealth planning firm in Hoboken. Amy and her team at AFG help clients understand their investments and take proactive steps toward achieving their financial goals. Keep reading to learn more about AFG Wealth Management + the Hoboken firm’s upcoming personal finance events.
The AFG Wealth Management Difference
Working with Amy and AFG Wealth Management means getting an individualized wealth management support strategy that is custom-tailored to each client’s needs. Amy works with individuals, families, and small businesses specializing in helping her clients navigate financial planning, investment management, education, estate planning, and more.
Many clients ask the questions, “am I saving enough to retire at X age? Are my investments taking on too much risk? Or not enough?” And even “what would happen if I wasn’t around?”
“My goal is to answer all my clients’ questions by providing my clients with a very personal and custom experience. I spent the first 20 years of my career at institutional money managers and Ivy League investment firms. Now I am using all that experience to provide each one of my clients with the same Ivy League level of investment experience but focusing on their individual needs and goals. As time has passed I have become an active part of my clients having children, moving to new homes, changing jobs and so many more major life events. I enjoy being part of the decision-making process as much or more than they do. I love being a trusted advisor. I also truly enjoy watching my clients’ portfolios grow and seeing them achieving their financial goals,” Amy shared with The Hoboken Girl.
At AFG Wealth Management, Amy and her team focus on all aspects of a client’s financial health creating a financial strategy by working with each client on their money mindset. Amy and her team spend time exploring the habits that hold her clients back from reaching financial goals and creating a plan to build new healthy habits. This hands-on service is what sets AFG apart.
AFG prides itself on open communication, providing critical financial education, and building quality long-term relationships to ensure its clients feel confident and comfortable in their financial planning and goals.
Money mindset is also a big focus for Amy and her team. Anyone who works with AFG Wealth Management spends time exploring the habits that hold them back from reaching financial goals and creating a plan to build new ones.
“I love being able to provide my clients with truly independent advice, I have no firm mandate to follow, no sales quota, no firm designated investments, and no limitations on who I can work with. I am also truly fortunate to consider all of my clients’ friends, some close friends,” Amy said.
Upcoming Personal Finance Events
The AFG Wealth Management team works hard to educate clients about personal finances by hosting events to share essential personal finance information with the public. Understanding money mindset, especially figuring out what is holding someone back, is key to successfully reaching a person’s financial goals.
Although personal finance education is so important, most people were not set up for success and only learned money habits (both good and bad) from their parents.
AFG Wealth Management hosts events to share essential personal finance information with the public. A few upcoming events:
Women, Money, and POWER — March 16th at 1:45PM
This event on March 16th at 1:45PM at Rumble Hoboken honors International Women’s Day by empowering women to take control of their finances. The session will cover the money mindset, the basics of financial health, and investing.
Tax Implications of Investing — March 21st at 6:30PM
This event will take place on March 21st at 6:30PM at the Sweven coworking space in Hoboken. Albert Einstein said it nearly a century ago, “The hardest thing in the world to understand is the income tax.” The discussion will focus on tax strategies, strategies for saving for the next generation, and college planning. Linda Dunne, partner CPA and MST of Roth and Spellman, and Nora Gillis, regional consultant with Assetmark, will be co-leading the discussion.
Estate Planning 101 — April 18th at 6:30PM
The Estate Planning 101 event is scheduled for April 18th at 6:30PM at the Sweven coworking space in Hoboken. Laura Weyent Kearney, the founder and managing partner of LWK & Associates LLC, and Linda Dunne, partner CPA and MST of Roth and Spellman, will co-lead the event. The discussion will focus on deciding when to get a will and life insurance and how to find an attorney for this process.
This information is not intended to be a substitute for any legal advice. Please seek out your own attorney for legal guidance.
No investment strategy can guarantee a profit or protect against loss.
All About AFG Wealth Management
AFG Wealth Management is a comprehensive wealth planning firm that addresses all aspects of a client’s financial situation. This firm provides investment strategy and management, detailed retirement analyses, insurance, estate planning, college planning, specialty planning, educational funding, and tax analysis.
Amy Frank Goldman, CRPC, founded AFG Wealth Management in 2017 after a 20-year career in the investment management industry. She has sales and managerial experience from major investment firms. She holds the Chartered Retirement Plan Counselor (CRPC) designation, holds Series 7, 63, 65, and 66 securities licenses, and is a licensed insurance agent for life, accident, and health coverage.
“As time has passed I have become an active part of my clients having children, moving to new homes, changing jobs and so many more major life events. I enjoy being part of the decision-making process as much or more than they do. I love being a trusted advisor. I also truly enjoy watching my clients’ portfolios grow and seeing them achieving their financial goals,” Amy said.
Amy and the AFG Wealth Management team provide active investment management, financial planning, and/or advice by subscription. Education is key and Amy wants every client to understand and be involved with their investments.
“My goal is never to be transactional, it is always about building meaningful long-term relationships. I often discuss things with clients, like estate planning, that I receive no compensation for, but I know are critical in the financial planning process. The devil is in the details, not just the things we are compensated for,” Amy said.
AFG Wealth Management is located at 50 Harrison Street, Suite 114 in Hoboken. You can call 212-673-2147 or email agoldman@afgwealthmanagement.com with questions.
The Hoboken Girl is not a current client of AFG Wealth Management. This promoter received compensation. There are no material conflicts of interest. Client experiences will vary. Your experience may not be the same as what is expressed in this content and is no guarantee of future performance or success.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. AFG Wealth Management and IFG are unaffiliated entities. AFG Wealth Management, Sweven, Roth and Spelmman, LWK & Associates, and IFG are unaffiliated entities.
Insurance is a product of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable.
Insurance License for Amy Frank Goldman for NJ is 197993. Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.
No investment strategy can guarantee a profit or protect against loss.
This information is not intended to be a substitute for any legal advice. Please seek out your own attorney for legal guidance.
