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Afton Advisors
Afton Advisors propose une planification financière personnalisée pour la sécurité et la tranquillité d'esprit à Brentwood.
5(5 avis)
Business
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Afton Advisors propose une planification financière personnalisée pour la sécurité et la tranquillité d'esprit à Brentwood.
Situé au 9005 Overlook Blvd à Brentwood, TN, Afton Advisors offre une planification et des conseils financiers personnalisés dirigés par Rob DeLucas. Les clients louent son écoute attentive, ses explications claires et des stratégies sur mesure qui visent la sécurité financière, la tranquillité d'esprit, la préparation à la retraite et des idées pratiques pour réaliser des économies d'impôt.
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Analyse approfondie de vos finances actuelles pour élaborer un plan personnalisé visant la sécurité et la croissance.
Stratégies personnalisées pour se préparer à la retraite, y compris des économies d'impôt et des ajustements d'investissement.
Conseils pour naviguer dans des investissements complexes avec des recommandations personnalisées et alignées sur vos objectifs.
Identification d'opportunités d'économies d'impôt pour améliorer votre efficacité financière et vos économies.
Élaboration de plans durables qui correspondent à votre mode de vie et à vos aspirations futures.
Highly recommend Rob. My wife a I did comprehensive review. We made adjustments as we anticipate retiring in the next 10 years. So many tax savings ideas that we were missing.
Want to overwhelming endorse Rob and his service! He immediately fostered an environment of trust. Rob was patient and understanding of our needs and constructed a personalized path that was companionate and easily understandable. Plus, he found the nuggets in our plan that makes everyone happy. Cannot say more great things about Rob personally or professionally. Thanks, Rob!!
I've had the privilege of knowing Rob for 15+ years, long before he made this his full-time profession. I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times. Rob's approach is simple but effective - listen to where you are currently, where you want to go long-term, customizing a strategy that fits your goals/your current lifestyle without any pressure to do more. If you've shopped around with the big name firms before, if you have questions about the complex world of investing, or if you've never really thought about a long-term plan, I'd highly recommend you contact Rob. You've got nothing to lose other than an honest conversation with someone who genuinely cares.
We could not have been happier with Rob DeLucas at Afton Advisors. He guided us through the process of gathering the information he needed to get a thorough picture of our finances. Then he clearly put a lot of time and thought into a plan for us so that we would have financial security and peace of mind. He really listened to our concerns and questions, and thoroughly explained our options and helped us fine tune the plan together. We are so glad that we called Afton, and I know I will sleep better at night - hiring Rob was the epitome of money well spent!
Thank you Afton Advisors! Rob has helped our family have peace of mind about our financial future. He worked with us to tailor our plan that fit us. He understands our goals and is always ready to help. He has been extremely helpful in navigating big decisions. I don't recommend products or services often but Afton Advisors has my full endorsement.
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