FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

 

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Surprises

Making the most of surprises is a great reason to work with us.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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