Broker Check

How We Work

Astor Financial Group is a boutique consultancy serving both businesses and individuals. AFG’s HR and investment advisory specializes in supporting interim CFOs, HR directors and founders. We help individuals understand their comprehensive financial picture and craft holistic wealth management strategies.

Astor Financial Group is a high-touch, client-focused firm dedicated to goal-based planning. In just a few days time, we deeply engage with you…

 

  1. Introduction: We learn about what’s important to you and / or your business and outline our range of services
  2. Discovery: We do a deep-dive to prepare a goal-based plan for your review
  3. Presentation: We engage with you for your feedback to tailor our service plan to your needs
  4. Implementation: Our team works with you every step of the way

Contact us today to schedule time to discuss your financial needs.