Our Clients

On Solid Ground. In Control.

Those are the words our clients use to describe their financial lives. As a result of working with our firm, our clients gain a clear understanding of their financial capacity and experience more confidence in their financial lives as a result.                                                                     

At AFS, we go beyond traditional money management, connecting your assets to your vision, and allowing you to think more abundantly about your life than ever before.

Many of our clients can easily identify with one of the three scenarios below:

Growing Assets While Thriving in your Current Career

These clients are in the height of a successful career. They are ambitious, talented and have the capacity to save more money than they could have ever dreamed. They are seeking creative ideas that will enable them to quantify the dollars they need to accumulate in the most tax efficient way,

Financially Independent And Still Working

These clients have solid financial resources and are working because they want to, not because they have to. They enjoy their work, and simultaneously continue to put significant resources away. They appreciate tax-efficiency and are seeking outside the box ideas as they organize the growing complexities that exist in their financial world.

Approaching Retirement or Already Retired

These clients have worked hard and saved diligently. We've helped them understand their financial capacity and they are seeking to maximize their income distribution with a focus on tax efficiency. They appreciate strategies that help them determine the most effective liquidation order, while simultaneously paying attention to the growing legacy by which they wish to be remembered.

If our team can be a resource to your or someone you care about, please call our office or get in touch at this link.

Delynn Dolan Alexander
Wealth Management Advisor


Aria Financial Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck