The American Financial Group and International Financial Group of companies is an alliance of corporations chartered to perform complimentary functions for individuals and businesses. These functions for individuals include investment management and wealth accumulation, tax reduction, retirement planning, estate transfer, insurance and risk management, and funding education of children. Please click on Individual Services to learn more about each area.

     For business, we offer a blend of services designed to enhance profitability through attracting, motivating and retaining executives; succession planning; pension and 401(k) plans; employee benefits; stock options; wealth accumulation for the owner and key employees; and retirement counseling. Please click on Business Services to learn about each service.

     If you find yourself in one of the following situations, you may have much to gain from exploring our services;

1. Are you changing jobs? Where should you invest your IRA rollover from 401(k) and other retirement plans? We provide no-load access to an array of asset managers normally available only to institutions with hundreds of millions of dollars. A primary family of funds is offered through registered investment advisors affiliated with the Frank Russell Investment Management Company. There are no commissions or loads, just modest management fees. How should you replace the benefits you are losing when leaving your former employer?
2. Are you nearing retirement and would like some insights into ways to coordinate your sources of retirement income (Social Security, IRA's, 401(k) or 403(b)'s, pension plans, personal investments, life insurance, etc.)?
3. Are you considering the purchase of life insurance? We are licensed and have access to almost any life company in the US, and many international companies as well. For a cost comparison of hundreds of companies, for an analysis of "how much and what kind" of life insurance you need, click on Life Insurance Needs Analysis under Individual Services (coming soon).
4. Do you wonder if the benefits your employer provides in life, disability and long term care insurance are adequate? For example, would you like to see how many top executives, lawyers and accountants replace group term life they could buy on a payroll deduction basis through their employer with individual permanent insurance and lower their tax bill, and enjoy a buildup of tax-free retirement income while taking care of their life insurance protection needs?
5. Are you (or should you be) revising your will and estate plan? We can suggest some creative and very legal ways to reduce or eliminate estate taxes, pay residual taxes if any with deeply discounted dollars, and address the need to "equalize" the inheritance of your children.

1205 Westlakes Dr. Suite 365, Berwyn, PA 19312
Tel (610) 296-3393 Fax (610) 640-0753