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Alaska Financial Associates

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Life Planning

Insanity:  Doing the same thing over and over again and expecting a different result.

Do you ever wonder why you have the same issues over and over and over again?  Whether it is with families, friends, health or wealth all too often life is not what you want  it to be.  Having the same experience is a choice.   If you want a different outcome then something needs to change.

We understand that change can be a challenge for all of us.  If we have a difficult time changing the route that we take to work or the chair that we sit in during meetings how in the world can we look into those parts of our being that might require some serious introspection.  Many of us are realizing that true wealth is only in part measurable by money, the other part is intangible – it cannot be measured easily.  How we respond to money or those other elements of life can be fun and satisfying or frustrating and even painful.  For many of us there is a degree of pain that perpetuates change.  The amount of what we must endure is a personal decision.

Creating a life of abundance and fulfillment is the right of each of us.  If we abdicate our responsibility to that end we may not experience that which we seek.  Each of us faces challenges with money as an inherent part of our life journey.  At AFA we are here to assist our clients in their money experience as they seek to control one’s own destiny and bring happiness to their own soul.  The only limitations we have are those we create for ourselves. If you want something different you must first think it. We will assist you from there.

Change your thinking and change your life.  - Earnest Holmes

Life Planning

  • Why Life Planning
  • Why Benefit From a Financial Planner
  • Why Use a Financial Planner
  • Why Choose a CFP® Professional
  • Why Follow the Financial Planning Process

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  • 1400 K St., Anchorage, Alaska 99501 United States
  • Phone: (907) 276-0619
  • 621 Pine Street Ketchikan, AK 99901 United States
  • Phone: (907) 225-0619
  • Email:Terry@afa-associates.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial Member FINRA & SIPC . David Rotatori is an Investment Adviser Representative of The Independent Advisor Alliance, IAA, a Registered Investment Adviser. Registered Representatives of LPL may transact securities business in a particular state only if first registered, excluded or exempted from Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Alaska Financial Associates (AFA) are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, MA, ME, NC, ND, NV, OK, OR, SC, TX, UT, VT, WA

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP logo are federally registered Service Marks of The Certified Financial Board of Standards, Inc. Colorado.

Investment advice offered through Independent Advisor Alliance, a registered investment advisor.

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