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
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?