Your Road to
Are you concerned about running out of money before you run out of life?Learn More
One of the things that makes us more effective as financial advisors is our independence.Learn More
Putting It All
A well coordinated plan is essential to realize your financial goals and objectives.Learn More
Welcome to Ameriway Financial Services, Inc.!
Life used to be simple. You worked hard during your career and looked forward to a satisfying retirement funded by a pension, some money in the bank, and social security. That was then. Today our lives are much more hectic, and financial responsibilities can be overwhelming. Retirement readiness comes into question, tax planning is more complex, and investment decisions in a time of historically low interest rates take on greater importance.
We can help. Since 1986, AFS has specialized in helping families find order in their chaotic lives, so that they can focus their attention on more important issues. Our goal is for our clients to feel confident their portfolios are aligned with their goals, and their financial plan is organized and compatible with their chosen lifestyles.
If you desire less stress and greater control over your financial destiny, call us today at (856) 782-1600 and let's partner to work toward your goals.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
An increasing number have been developed to help individuals with their personal finances.
There are things about Social Security that might surprise you.
Important items to consider when purchasing condo insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.