AFS 401(k) Retirement Services

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Fiduciary Oversight
Investment Consulting
Retirement Plan Design
Vendor Benchmarking and Search
Employee Education and Advice
Retirement Readiness and Plan Success
Defined Benefit Consulting

Our Services

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

Fiduciary Oversight
Investment Consulting
Retirement Plan Design
Vendor Benchmarking and Search
Employee Education and Advice
Retirement Readiness and Plan Success
Defined Benefit Consulting

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Form CRS: Client Relationship Summary

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.

No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor

Check the background of this firm on FINRA’s BrokerCheck.