Money & Opportunities

Let’s talk Money & Opportunities - AKA Portfolio Management

Every one of us comes from different situations, paths, and circumstances. At AFI, we want to take the time to understand where you are coming from, and what is “right for you, right now”. Read more about portfolio management by clicking the button link below. Also, be sure to check out our third segment on Daytime Tri-Cities where both Peter and Justin dive into this topic and our approach.

Portfolio Management is just a fancy way of saying out of all the options out there, this is the one that is right for you, right now.