Your Retirement
- What Is a SIMPLE?
- What Is a Stretch IRA?
- What's an IRA Rollover?
Living Trusts
Rate of Return
Tertiary Life Settlements
Contact Us

American Financial & Retirement Services is a BBB Accredited Business. Click for the BBB Business Review of this Financial Services in Midland TX

Investing  Information 

Investing is a time-consuming process because there are so many choices, massive amounts of data and continuous change.   

If you are like most people, you do not have sufficient time to analyze market outlooks, research alternatives, make investment decisions, monitor and replace managers, update your analysis, and monitor outcomes.  This is because you are busy in your career or enjoying retirement activities.    It requires substantial discipline to devote several hours per week to investment activities -  even more  discipline than needed to exercise or eat the right foods in moderation.   Investing may be your hobby, but there should be nothing casual about the accumulation and preservation of retirement assets.   You need goals, a strategy, knowledge and time to be a successful investor.   If you do not possess all of these things, then you need a personal financial advisor.


To achieve the performance you require from your assets, you will need competent advice from a professional whom you can trust.   This person must possess the requisite knowledge and have access to the sophisticated services in order to advise you on the optimum strategy for investing your assets.   This means that the advisor must have substantial knowledge obtained from formal education programs and years of experience.  The advisor must also provide objective, high quality advice that puts your needs ahead of his or her personal income.   Most importantly, the advisor must have a history of integrity.   After all, how valuable is investment advice you cannot trust?  


If you can meet three investment-related needs for retirement, you will have the formula for a secure financial future:


1.  Substantial assets that produce sufficient income to fund your lifestyle during retirement and provide for financial security later in life.


2.  Competitive returns that produce the assets.


3.  Competent, trustworthy advice that produces  consistent, long-term  returns.


To speak with someone regarding investing, contact:

Faye Bagby

American Financial and Retirement Services, LLC
(972) 733-0026 Dallas Area
16475 Dallas Parkway, Suite 240
Addison, Texas 75001

(877) 588-3330 Midland Office
3105 N. Big Spring St.
Midland, Texas 79705

1-877-588-3330 All Areas




DISCLAIMER: American Financial and Retirement Services, Inc. (ďAFRSĒ) is not a life settlement provider or life settlement broker. AFRS only advises its clients about purchasing or investing in life insurance policies in the tertiary life settlements market and does not work directly with owners of life insurance policies seeking to enter into viatical or life settlement contracts with life settlement providers. The information contained on this website is intended solely for AFRSís clients who may be interested in tertiary life settlements and is not intended for and may not be relied upon by persons interested in selling their life insurance policies in viatical or life settlement contracts. No information on this website should be construed as being for the purpose of creating an interest in or inducing a person to purchase or sell, assign, devise, bequest or transfer the death benefit or ownership of a life insurance policy or an interest in a life insurance policy pursuant to a life settlement contract. Any individuals interested in selling their life insurance policies in viatical or life settlement contracts should contact any one or more of the life settlement brokers or life settlement providers properly licensed in their state of residence. Void outside the United States and otherwise where prohibited by law.

Copyright 2023    AMERICAN FINANCIAL AND RETIREMENT SERVICES, LLC             Powered by Virtual Internet Systems
| Contact Us | Disclaimer | Privacy |