We believe you should enjoy your life, all of it.

We help make complex retirement plans simple.

To us, it's independent advice and fiduciary assistance for retirement plans. To you, it's the support and guidance you need to help employees achieve their retirement goals. Let's get started »

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Navigating your financial path.

We provide financial education, guidance, and tools to help in every stage of your life.

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Helping your employees save for their future.

Learn how we provide guidance and advice to enhance your company’s retirement program.

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We want to help companies and employees take these complex retirement plans and make them simple

Alex Assaley Employee Benefit Adviser

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Proactive advice. Forward-thinking solutions. We help make complex fiduciary oversight, plan design, and employee advice simple.

Ready to take the next step?

Let's go!

Have questions? Schedule a free consultation or contact us:

email: hello@afs401k.com | phone: (301) 951-2642