Services Offered by Accountable Financial Management Corporation

    • FINANCIAL MANAGEMENT

    Accountable Financial Management Corporation (AFMC) provides advice that specifically suits your financial situation. Before you make your next financial decision call AFMC. We will help you make wise financial arrangements. Our recommendations are based on our expert knowledge of current financial and economic information. We are dedicated professionals. AFMC works on a fee/commission offset basis. A fee is required for consultations and for personalized written reports; however, the fee can be offset when commissions are earned.

    • REAL ESTATE & MORTGAGE FINANCING

    As real estate brokers and NY State Registered Mortgage Brokers (ID 62410) we provide advice and access to residential and commercial real estate. In addition to buying and selling real estate, we arrange financing alternatives offered by commercial banks, savings and loan associations, mortgage banks and private investors. We also manage properties.

    Real Estate Broker’s License No: 31WI0844895

    Visit AFMC's Mortgage Page CLICK HERE

    • INVESTMENTS

    As registered investment advisers and registered representatives, we help our clients invest their money wisely. Our investment recommendations are based upon our client's goals, risk tolerance and resources. We place our client's investment transactions through our broker-dealer. Sun Street Securities, Inc. Member of FINRA and Securities Investor Protection Corporation (SIPC).

    • TAX PREPARATION & TAX DEBT RESOLUTION

    Using planning strategies, a tax reduction may be possible for you. We recommend tax avoidance techniques. We also work to resolve our client's IRS and State tax debt issues.

    Visit AFMC's Tax Resources Page CLICK HERE

    • DIVORCE PLANNING

    As a (CDFA)™ Certified Divorce Financial Analyst  We can help you avoid some of the most common mistakes made by divorcing people.

    • ESTATE PLANNING

    This area is important to anyone who is concerned about preserving wealth. We help create estate plans based on our client's goals and objectives. Estate planning is a coordinated effort of the financial planner and other professionals whose expertise may be necessary to implement the plan. One very important aspect of estate planning is the review of elder care issues.

    • MANAGEMENT CONSULTING

    AFMC's consultants can help the business owner problem solve. We listen and probe to help identify the areas that can be improved. We roll up our sleeves and work with management in all phases of a project to reach stated objectives.

    • WRITTEN FINANCIAL PLANS

    Are you planning for a new home, a business, a business loan, retirement or for someone's college education? AFMC will combine your goals and recommendations into a written plan of action.

    • RETIREMENT AND EMPLOYEE BENEFIT PLANNING

    A financially secure and comfortable retirement is a goal that is not assured. We develop and help to implement retirement plans for individuals and pension plans for businesses. Our retirement plans project your income and expenses with adjustments made to account for inflation. We design qualified and non-qualified pension plans for business owners.

    • CREDIT ADVICE

    Poor credit can hinder financial progress. We assist individuals and business owners who are experiencing problems with their creditors and those who are having difficulty obtaining credit.

    • INSURANCE

    We evaluate the insurance needs of businesses and individuals. As insurance brokers for numerous insurance companies we provide the following types of insurance: life, health, disability, long term care, auto, homeowners, liability, bonding, and commercial coverage.

    • RISK MANAGEMENT

    We identify the risk exposures of a business and recommend appropriate risk management techniques.