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 Us
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.