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.
Accountable Financial Mortgage Company is committed to helping you find the right mortgage product for your needs. We understand that every borrower is different, and we offer a variety of products to meet your individual requirements. We make the process of securing a mortgage simple and straightforward by offering you the latest in financial tools that enable you to make sound financial choices. Visit AFMC's Mortgage Page
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, LLC. member of FINRA, SIPC.
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.
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Visit AFMC's Tax Resources Page Under the Resources Tab