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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Four vacation destinations you might never have thought of.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Six overlooked tax deductions to help manage your tax bill.
Military families face unique challenges, making personal finance even more critical.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are common mistakes you can avoid when saving for retirement.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What does your home really cost?
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
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.