Protect What Matters.
Build What Lasts.
Every client’s journey is different. That’s why we don’t offer one-size-fits-all solutions. Whether you’re planning for yourself, your business, or your legacy, our role is to listen first and build a plan that fits your life.
Our Services
Explore how we help individuals, business owners, and families protect what matters, plan with purpose, and move forward with confidence.
Personal Planning
Helping individuals and families build financial clarity and long-term security. From income protection to retirement planning, we’ll simplify your path forward.
Business Planning
Protect and grow what you’ve built. We guide business owners through succession, retention, and benefit strategies that align with your goals.
Estate Planning
Leave a legacy with confidence. Our estate planning strategies focus on tax efficiency, family harmony, and purposeful wealth transfer.
Not Sure Where to Start?
You don’t have to figure it out alone. Book a conversation and we’ll walk through it together.
Proudly Serving Those Who Served
AFC offers specialized guidance for veterans across all stages of life, from disability claims to legacy planning.
Why Clients Choose Us
It’s not just what we offer — it’s how we deliver it. Our clients choose us for clarity, trust, and a planning process built entirely around them.
Trusted Guidance
We offer clear, honest advice with your best interest at heart — no pressure, no gimmicks.
Led by Experience
Led by values forged through service, our mission is to help you plan with integrity and purpose.
Tailored Strategies
Led by values forged through service, our mission is to help you plan with integrity and purpose.
Clear Communication
We break down complex topics into plain language, so you always feel informed and confident in your decisions.
Protection-Focused
Before we grow wealth, we make sure it’s shielded — from taxes, market shifts, and the unexpected.
Peace of Mind
Our job is to reduce stress, not add to it. We’ll handle the complexity so you can focus on what matters most.
Ready to see what this kind of planning feels like?
Let’s have a conversation.
What Our Clients Are Saying
”Kurt helped me finally understand my financial picture. I walked away feeling confident instead of overwhelmed.”
Sarah M. – Dallas, TX
”I didn’t realize how much risk I was exposed to. Kurt helped me protect my business, my employees, and my peace of mind.”
Marcus B. – Contractor & Employer
”Kurt made the complex world of business planning feel simple. I now have a strategy that actually works for where I want to go.”
Anna K. – Marketing Agency Founder
”Kurt helped us navigate a tricky situation with clarity and compassion. I now know my kids will be taken care of.”
Monique F. – Blended Family Parent
Ready to explore your options?
Let’s talk through your goals and see how we can help.
No jargon. No pressure. Just smart guidance.
Let’s Start With a Conversation
No Pressure
There’s no cost or commitment — just a conversation to explore your options.
It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.
Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.
A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.
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