Our Passion is
creating wealth for you.

Our mission is to build and maintain wealth for our clients with superior performance (given returns and commensurate with risks).

Who We Are

“Our value proposition is our performance.”

We work hard to create wealth. That’s our job. So you can be better prepared…for retirement, for financial emergencies…for opportunities. And our goal is not to get you TO retirement, but to get you THROUGH it, to make sure you have enough to achieve your goals and live out your plans.

About Us

Performance Matters

When Mike worked for other companies, he was told, “Sell the relationship, not the returns.” But the fact is, the very reason any of us invest is because we WANT returns. Over the 35 years Mike has been in the securities business, there have been many who claimed to have a system or strategy to do better than their benchmark (in AFC’s case, the S&P 500 TR) but seldom do they post actual client returns. Mike’s is in process of transferring his philosophies and strategies to Al, Chris, and Jen. We’re not only proud of our performance, but also how our returns compare with others in the industry. Check out our real performance.

$1,583,177

$500,000 invested at a 5% return for 25 years will result in $1,583,177.

$5,417,353

That same $500,000 invested at 10% for 25 years will return $5,417,353.

$16,459,476

However, if you could manage an exemplary 15% return for 25 years, your investment will return $16,459,476.

Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic. The stock market is designed to transfer money from the active to the patient.

Warren Buffett