COMPANY SPOTLIGHT- July 2016

Laura LepardCompany SpotlightLeave a Comment

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American Financial Partners’ core team of advisors have focused on diverse industry segments for over 20 years. By collectively pooling knowledge and experience, the firm has built a financial partnership that allows its advisors to focus on their core competencies while still serving their clients’ other needs. This client-centric, collaborative approach is designed to give you a more complete and comprehensive strategy to your financial goals.

Knowing what your goals are and what you need to do to achieve them is very empowering. With American Financial Partners’ comprehensive financial planning process, you get a custom personal action plan to help achieve your goals. Your progress is monitored and you receive help making adjustments as needed. Working with a financial firm should create benefits, not problems. American Financial Partners has the tools and resources to help meet these goals.

  • Retirement Planning
  • Education Planning
  • Disability Income Insurance
  • Long-Term Care Protection
  • Estate Planning
  • Annuities
  • Income Planning
  • Life Insurance
  • Alternative Investing
  • Buy-Sell Agreements
  • 401(k) and other retirement plans
  • Executive bonuses
  • Life and Disability Income Insurance
  • Group Benefits
  • Business Overhead Expense Protection
  • Business Succession
  • Key Person Protection

The AFP Advantage

American Financial Partners’ experience working with business owners and executives means we can implement time tested, creative strategies to your corporate needs. The team keeps up with the latest industry trends so you can focus on what you do best.

American Financial Partners is actively recruiting!  If you or someone you know is interested in learning more about the Financial Services field please contact Sal Lombardi at 508-983-1414.

Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org andwww.sipc.org ). AIC and American Financial Partners (AFP) are not affiliated. Additional products and services may be available through Sal Lombardi or AFP that are not offered through AIC. Securities products are limited to residents of MA & RI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from AFP will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

For more information or to schedule an initial consultation, please contact us below:
American Financial Partners
1900 West Park Drive, Suite 280
Westborough, MA 01581
(508) 983-1414

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