The AFP Group, LLC

The AFP Group, LLC

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The AFP Group, LLC is a financial services firm dedicated to helping clients reach and hopefully exceed their retirement goals.

Do You Owe The AMT? 05/16/2022

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Stop Wasting Money 05/15/2022

$100 not spent is more like $143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

How Much Home Can I Afford? 05/13/2022

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Raising Healthy Children 05/11/2022

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.

Exploring the Federal Student Grant Program 05/08/2022

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.

Monthly Market Insights | May 2022 05/06/2022

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.

Monthly Market Insights | May 2022 April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market.

How Big is Money? 05/06/2022

M0 is the total of all physical currency worldwide. What’s it look like?

How Big is Money? Learn a little about worldwide currency in this fun infographic

What Is a 1035 Exchange? 05/04/2022

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Financial Literacy Crisis 05/01/2022

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Save Money and Invest Wisely

Our mission is to help people master their money in all five areas of personal financial mastery (Income Optimization, Investment Optimization, Tax Planning Optimization, Estate Planning Optimization and Retirement Optimization). So you can spend your time on more fulfilling, creative and productive activities, our professional planners spend their time educating themselves, researching and anticipating potential barriers you might face and opportunities you might benefit from.

Location

Telephone

Address


Houston, TX
77007

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm