AFS Prescott, LLC is a full service, retirement income planning services company for Northern Arizona. AFS Prescott, LLC provides retirement, tax services and estate planning to families and individuals that are working or already enjoying retirement. We believe in building lifelong relationships with our clients - just one of the tenets for success at AFS Prescott, LLC.

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success.

We provide full transparency in the form of separately managed accounts. Our goal at AFS Prescott, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals - and create a retirement plan that is unique to your situation.

Our Goal is to Provide You With Financial Freedom

using ethically sound retirement income

Building Relationships

through honesty, integrity and service

Helping Growth Opportunities

focusing on processes and people

Helping You Prepare

for financial independence