State College, PA, USA 814 850 0834 info@aflynfinancial.com
Financial Strategies

Financial Strategies Services

At Aflyn Financial, we work with you to provide a clear financial strategy to go from where you are to where you want to be by utilizing:

  • Financial Needs Analysis
  • Financial Goal Setting
  • Strategies to Pursue Your Goals
Insurance Protection

Insurance Protection

Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens with:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
Retirement Strategies

Retirement Strategies

The reality is, we’re living longer than ever before. We can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice, including Annuities.

College Funding

College Funding Plans

Whether preparing to send your first or fifth child to college, we can help you begin saving now with preparing for college.

Business Strategies

Business Strategies

For the small business owner, we provide financial strategies for you, your employees and your business, including:

  • Insurance Strategies
  • Retirement Strategies
  • Executive Compensation
  • Business Continuation Programs
Estate Preservation

Estate Preservation

We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes utilizing various products:

  • Charitable Strategies & Trusts
  • Life Insurance Trusts
  • Wealth Replacement Trusts

Experience & Knowledge

#1

We are knowledgeable, well-rounded financial professionals who offer guidance and strategies that can help you have a better financial future.

#2

We focus not only on helping you get a better understanding of financial concepts and products but also on creating a strategy to help you get ahead.

#3

We are passionate about our business. So in the course of conversations, we may talk to you about the opportunity to become an agent. If you’re not interested in becoming a business owner, please know that all of us at Aflyn Financial offer a “Thank you!” for becoming a client. We are here to serve you.


High Standards & Support

#1

We hold an active insurance license in each state or province in which we conduct business, as required by law, and abide by the rules required by all insurance regulators. .

#2

We can choose from a number of well-known financial service providers to find the product or products suited to your needs. This array of options is one of the many benefits provided by us. .

#3

We work with people from all backgrounds and income levels. The ability to work with a variety of clients is another one of our key assets.

#4

Have a question that requires research? We have a myriad of resources including our product providers and our staff at their disposal to ensure that you, the client, get the answer to your question. Our personal attention to your needs is first and foremost!


Our Services

Pursue Financial Security

Protect Those You Love

Our tailored insurance coverage options can help you protect the life you've built when the unexpected happens to you or a family member.

Create the Life You Deserve

We take time to understand your financial needs and goals. Then we provide you a clear, actionable strategy to get you where you want to be.

Build a Financial Legacy *

We can work with your legal and tax professionals as you prepare for your future and create something for the next generation.

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Get In Touch

State College PA, USA

info@aflynfinancial.com

814 850 0834

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What we offer

Financial Strategies Services Insurance Protection Business Strategies Retirement Strategies College Funding Estate Preservation

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