Empowering every American to take control of their financial and retirement future.
Our strong belief in education and planning is the foundation of our clients’ success.
Our organization consists of experienced independent investment advisors and local licensed providers that are focused on helping their clients navigate the ever changing landscape of retirement and income planning.
Our Mission
To serve our communities as a financial and educational resource and provide unbiased recommendations and information to enable more informed retirement planning decisions and to secure the future of our clients by living our stated values every day.
We are committed to helping you manage retirement risks that arise in everyday life. We are guided by highest standards of integrity and professionalism so you can be sure that our recommendations will help you achieve a secure retirement.
Who We Are
The Challenge
Prior to the COVID pandemic, those who were seeking financial education attended retirement based educational workshops held at public libraries and community colleges and other venues. Due to the pandemic many of these venues closed. Although most venues have reopened, many retirees and pre-retires are reluctant to attend.
The Solution
The American Network of Financial Education offers adult financial and retirement educational workshops using recorded and written financial education that seniors can access, at no cost, without leaving the safety of their homes.
The Approach
The ANOFE and its members specialize in helping retirees and those planning for retirement avoid costly and often irreversible mistakes that are commonly made with their IRAs, 401(k), 403(b), TSP plans and other qualified retirement accounts.
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