WHAT WE DO and WHO WE ARE!
J. Scott Kline, Founder of AFS Group - Advanced Financial Solutions
As many things do, it started with a "calling," and more than 25 years ago, Scott Kline answered the call for educating and serving that started the firm now known as Advanced Financial Solutions Group, LLC (AFS Group).
Raised in Frankfort KY, Scott Kline graduated from Franklin County High School in 1984 and spent the next 9 years working as a full-time volunteer educator, helping people learn the bible. Scott then opened his first tax and accounting office which was known as AccuTAX, with a focus on helping individuals and businesses reduce taxes, efficiently grow their practices and simplify the paperwork hassle.
Scott began his career to provide wealth and risk management solutions in earnest in 1999 and received his RFC designation in 2014. He and his Team focus on guiding their clients 3 ways. 1) Avoid making financial mistakes 2) Maintain or increase current cash flow for current expenses 3) Take advantage of opportunities.
Scott describes his AFS Team as "wealth consultants, primarily for a small group of successful businesses owners and professionals who, among other things, aspire to a work-optional lifestyle." He has developed and refined a proprietary process that puts and keeps in place all the pieces of his client's individual financial puzzles and he calls it The Swing FORMulaTM. His process helps his clients achieve their financial goals by accumulating, growing and protecting what is important to them.
As a financial professional since 1999, Scott has two decades of experience guiding clients through the vagaries of markets and the economy.
Creating a Better Financial Future for Our Family of Clients
At AFS Group, we are a full-service retirement and financial planning firm. We specialize in Retirement, Estate, and Social Security Planning, as well as, business and family succession strategies. Each piece is important to keep a complete financial plan from becoming flawed. Keeping in place all the unique pieces of your financial planning puzzle are how we help ensure that you achieve your goals.
AFS Group Mission
"To help our clients achieve their personal financial goals and protect their families and assets in the most efficient and stress-free way possible. While maintaining the personal caring touch."