Phillip Putney, CPA, PFS, MST
Financial planning and wealth management for retirees and soon to be retirees
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Serving Clients Nationwide
Financial planning and wealth management for retirees and soon to be retirees
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Phillip Putney, CPA, PFS, MST
Phil Putney has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.Phil's mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying "if you don't have a plan, then whose plan are you following? The IRS's? The Social Security Administration?"
Phil's background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
Phil is also one of Ed Slott's Master Elite IRA Advisors, a designation that is exclusive to a group of 278 of the top financial advisors in the country who are trained by Ed Slott.
Phil takes pride in providing his clients with the security & peace of mind that comes from knowing that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth. Phil and his financial strategies have been featured on FOX, PBS, WDIV, and the Wall Street Journal. Phil also publishes a weekly financial podcast that can be found in the Highlights tab below.
Questions? Phil Putney, CPA PFS is a federally licensed fiduciary. Call 1-248-888-7530 or click the 'Book Intro Call' button on this page to schedule a no obligation initial consultation.
Professional Designations
- Certified Public Accountant (CPA)
- Master of Science in Taxation (MST)
- Personal Financial Specialist (PFS)
Affiliations
-
BBB Accredited Business
- The AGC
Primary Location
22029 Farmington Rd, Farmington, MI 48336
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free discovery meeting. There is absolutely no pressure, charge or obligation. Your first visit is designed to answer your questions, give you ample information, and give you an objective opinion on your current financial situation. I look forward to speaking with you.Offers Investment Management
Yes
About AFS Wealth Management
AFS Wealth Management specializes in financial planning and wealth management for retirees and soon to be retirees. Let us help you discover what it means to have security & peace of mind in retirement so you can focus on what is important to you.About Us
Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement.
At AFS Wealth Management we'll help you create a comprehensive financial strategy that addresses all of your retirement needs from: low risk successful investment strategies, tax minimization, Social Security benefit planning, legacy planning, and even planning for the unexpected and the inevitable.
Our Philosophy
As retirement and investment specialists, we believe that a sound financial strategy includes more than having great investments; it must integrate with all aspects of your financial life and starts with your plan. As an independent fiduciary, it is our goal to help our clients create and implement a plan that will ensure a fulfilling and worry-free retirement allowing them to concentrate on what is important to them.
Our Process
We walk our clients through a step-by-step financial strategy process that addressees all of their retirement needs from: retirement income including Social Security and pension distributions maximization, tax minimization, low risk successful investment strategies, legacy planning and even planning for the unexpected and the inevitable.
Education
Walsh College, MST, Taxation, Graduated With Distinction | Lawrence Technological University, BSBA, Accounting, Graduated Summa Cum Laude
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Intergenerational Families
- Living in Retirement
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