Understanding Today’s Financial Environment
Welcome, we’re American Financial Group, a financial organization in Winter Park, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
