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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
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Understanding Today's Financial Environment
Welcome, we're Afton Financial Group, a financial organization in Yardley, PA. We understand that individuals face unique challenges as they accumulate assets and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Learn when it may not make sense to file a claim on your home insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Simple steps may help you foil hackers and protect your privacy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial professional about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Here’s a quick guide to checking to see if you have unclaimed money.
A bucket plan can help you be better prepared for a comfortable retirement.
Make your retirement as exciting as your next vacation.