OUR VISION

At Alaska Financial Associates, we emphasize your interests, your well-being and your Financial goals. We have built a strong reputation for providing sound fee-based financial planning and capital management.  We are wealth managers because we realize it is impossible to manage investment markets. Recognizing that, we understand that we are charged with the responsibility of helping clients create realistic expectations about their wealth.

OUR PHILOSOPHY

We believe that sound financial planning is achieved through a whole person perspective.

At AFA, we understand that planning is a process and not an event. Our focus is centered on you, the client,  to incorporate your values through goals and actions. We offer guidance and support when you are confronted with changes requiring important financial decisions… career change, business liquidation, retirement, college funding,  changes in health or family composition, births and deaths.

Our goal is to become one of your most trusted advisors. We know that trust is earned.  Therefore, we devote ourselves to keeping promises and delivering services that  maintains trust. We want  you to rely on us to assist in meeting  life’s challenges.

 

OUR STANDARD OF CARE

All financial planning services will be delivered in accordance with the following standard of care:

  1. Put the client’s best interests first;
  2. Act with due care and in utmost good faith;
  3. Do not mislead clients;
  4. Provide full and fair disclosure of all material facts; and
  5. Disclose and fairly manage all material conflicts of interest.

We take our responsibility to our clients very seriously and want all of our clients to be confident that they will always be looked after with the utmost integrity and care.