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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
Not Just Equal Pay, Equal Job Security
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Saving for College 101
Here’s a crash course on saving for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
The Business Cycle
How will you weather the ups and downs of the business cycle?