Affluencer Financial Advisors
Creating a worry-free retirement starts with careful analysis and planning. Our financial experts will help you discover all of your available options and give you a clear roadmap on when to take your SocialSecurity benefits, which pension options to choose, whatthe best savings methods are, and how to invest your savings in asafe and sound way for a lasting retirement without worry. Our advisors are fee-based which means they are not looking to sell you products; rather they are focused on which strategies give you the best results when it comes to your money.
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Sentiment Analysis
Sam made sure I understood the need for a CPA, encouraged me to get my estate in order, and offered to look at my current life insurance policy to make sure I was getting the right plan.
I have always felt very comfortable and confident having him as my adviser and can highly recommend him to anyone who seeks an honest and caring individual who places his clients' welfare as his primary duty.
My husband is now retired, I am going to be working part-time shortly, we are moving back to San Diego (this was in the plan) and we have our Trust, Will, and Health Directives completed as well with the help of Sam's team.
The guidance and expertise from the advisors here are top notch and I wouldn't recommend anyone else.
Very happy with their services compared to my previous advisor.
We (me and my wife) definitely recommend Affluencer as your professional and knowledgable financial advisors.
Affluencer Advsiors was so helpful, making suggestions about advertising and guiding me through every step of the process, which was great for a novice like me.
I met with the guys at Affluencer Financial and was really impressed at the quality of their guidance and their ability to listen to my needs.
I decided to give Affluencer Financial a try and found that their investments are way less costly and better in performance.
I also had them do my Will and Trust, easy simple process and I actually enjoyed the whole experience.
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