1 Executive Blvd, Suite LL4
Paducah, KY 42002
Ph: 270.443.5744 Toll Free: 800.803.1319
Fax:
270.441.7047

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Affiliated Financial Group Company Info
Financial Guidance You Can TRUST

MISSION STATEMENT

At Affiliated Financial Group our mission is not about US, but about YOU.  We are here to guide you in making your financial hopes and dreams become a living reality.  In order to accomplish your financial goals, we believe “You Gotta Have a Plan”. A Financial Plan is your road map.


The UNEXPECTED
30 sec TV Spot


Our Belief is that Your Planning Needs are Best Served by an Independent Investment Adviser You can Trust, and with Whom You can Develop a Friendship.


Gotta Have a PLAN
30 sec TV Spot

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Useful Website Links:

cfd Investments -
Our Broker/Dealer's website

RBCDainCS  - Clearing house for brokerage account, wealth management resources and investment research.

Unified Trust Company, NA  -  A division of Unified Financial Services specializing in qualified pension plans and wealth management.

Internal Revenue Service  -  Individual Tax forms, articles and instructions.

Internal Revenue Service - Business Information  -  Business Tax forms and instructions.

State Tax Forms  -  Income tax forms for the states.

Kentucky Secretary of State  -  Secretary of state home page.

Consumer Price Index (CPI)  -  The CPI home page, with national news releases and publications.

Securities and Exchange Commission (SEC)  -  Current news from the SEC.

Small Business Administration  -  An excellent resource for small business owners.

Bureau of Labor Statistics  -  Information from the US Department of Labor.

Universal Currency Converter  Converts from one currency to another for different amounts.

American Institute of Certified Public Accountants (AICPA)  -  General information on the AICPA.

Kentucky Society of CPA's  -  News, headlines and articles, as well as useful Internet links.

Intuit, Inc.  -  Quicken, Quickbooks Pro and Turbo Tax.

Kentucky Chamber of Commerce  Direct Internet link to home page.

Paducah Chamber of Commerce  Direct Internet link to home page

AT&T 800 Numbers  -  A directory of 800 numbers.
 

In This Section:

Questions ?

If I decided to activate
a Financial Plan what would the initial steps
be for me ?

Les Ellis answers
When you say, "we put the mission before the commission", what does that mean ?

Les Ellis answers
Are you honestly
representing yourself
by saying your PLAN
based ?


Les Ellis answers
Save Now or Save Later?
 
Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.
 
Sometimes it might seem that the expenses of today make it too difficult to start saving for tomorrow. It’s easy to think that you will begin to save for retirement when you reach a more comfortable income level, but the longer you put if off, the harder it will be to accumulate the amount you need.
 

The rewards of starting to save early for retirement far outweigh the cost of waiting. By contributing even small amounts each month, you may be able to amass a great deal over the long term. One helpful method is to allocate a specific dollar amount or percentage of your salary every month and to pay yourself as though saving for retirement were a required expense

© 2006 Emerald Publications

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