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American Financial Group

Wealth Accumulation and Transfer

  • Business owners need vehicles to build tax-deferred personal and business assets.
  • Most entrepreneurs have too much of their net worth tied up in their company. AFG helps clients accumulate diversified assets insulated to the extent possible from taxes and creditors of both the business and the individual owners.
  • Contingency plans to protect spouse, family and key employees from death or disability of the owners.

Business Services | Employee Benefits | Pension Plans | Succession Planning | Executive Compensation | 401(k) Plans | Wealth Accumulation & Transfer | Retirement Counseling | Diversified Stock Options


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

Representatives of American Financial Group are licensed to do business in the following states: Insurance-AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, MO, NC, NE, NJ, NY, OH, OR, PA, SC, TX, VA, WA; Securities-AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, ME, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA, WI. Securities offered through Registered Representatives of Walnut Street Securities, Inc. (WSS), Member FINRA, http://www.finra.org & SIPC, http://www.SIPC.org. American Financial Group and IFG/Russell are not subsidiaries or affiliates of WSS. IFG/Russell Advisors, Inc. is a SEC registered investment advisor with notice filings in appropriate states.