American Financial Group

American Financial Group Financial planner in Tampa
3825 Henderson Blvd # 208, Tampa, FL 33629

American Financial Group, located at 3825 Henderson Blvd #208 in Tampa, FL, is a trusted financial planning service offering personalized advice to help individuals and businesses achieve their financial goals. Situated in the heart of Tampa, this firm is well-regarded in the community, as reflected in its positive reviews. Clients appreciate their tailored approach to financial planning, ensuring that each plan is customized to meet specific needs and objectives. Operating in the America/New_York time zone, they provide convenient consultation hours for their clients in and around the Tampa area.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning Strategies
• Estate Planning
• Insurance Solutions

Cost Range

The cost for financial planning services can vary widely based on the complexity of the services required. Generally, fees at American Financial Group may include:

• Initial Consultation: Often complimentary
• Hourly Rate: $150 - $300 per hour
• Flat Fee for Comprehensive Financial Plan: $1,500 - $5,000
• Asset-Based Fees: Typically 0.5% - 1.5% of assets managed annually

Local Tips

• American Financial Group is conveniently located near several major highways, making it easily accessible from various parts of Tampa.
• Parking is available on-site, offering convenience for in-person consultations.
• Consider scheduling a morning appointment to avoid afternoon traffic typical in the Tampa area.

FAQs

What should I bring to my first consultation?

It's advisable to bring any financial documents you have, such as tax returns, investment statements, and information about your financial goals.

How often should I meet with my financial planner?

Regular reviews are recommended at least annually, or more frequently if there are significant changes in your financial situation.

Is American Financial Group a fiduciary?

Yes, they operate under a fiduciary standard, meaning they are committed to acting in your best interests.

Contact Information

For more information or to schedule a consultation, you can contact American Financial Group at:

Phone: (Insert Business Phone Number)
Email: (Insert Business Email Address)

America/New_York time zone
average rating from reviews for American Financial Group: