Who We Are
We are a high-touch, boutique firm that provides holistic financial services to businesses and individuals.
How We Work
We take the time to understand our clients’ unique needs and create customized strategies for growth.
What We Offer
We offer goal-based individual wealth management and business services strategies.
Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Astor Financial Group is an independent financial services firm dedicated to helping clients maximize growth and mitigate risk.
We offer comprehensive wealth management, investment and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide holistic, customized strategies that can grow with clients throughout the many milestones of life and business. We take pride in knowing we have helped young professionals, growing families, retirees, and business owners pursue their financial dreams.
Contact UsHelpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.