Big Enough to Take Care of All of Your Financial Needs, Small Enough to Remember Your Name

Welcome to Affordable Fiduciary Services LLC.

Individualized Financial Guidance

Affordable Fiduciary Services LLC. brings you the knowledge, experience, and resources you seek to make clear and confident financial decisions integrated with your personal, family, and business goals.

Our clients are working professionals or retirement-minded families like you who have one shared concern: how to navigate the uncertain economic climate and maintain steady progress toward the financial future they envision.

At Affordable Fiduciary Services LLC., we focus on you and the unique set of circumstances you and your loved ones face. And by building a lasting, personal relationship with you, we will develop the insights needed to help you thoughtfully anticipate and plan for the future.

Affordable Fiduciary Services LLC. We are committed to Excellence, we are big enough to handle all of your financial needs, but small enough to remember your name. We built our business one client at a time. We look forward to working with you and earning your business!

What Makes Us Different

Experienced

Background in Law Enforcement

Results Driven

Powerful Advocate

Services We Provide

Financial Management

Long-Term Care Applications

Conservatorship

Administrator & Trustee of Estates

Power of Agreement

Counseling

Stats

There were 92,371 victims of elder fraud in 2021

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A new study from GOBankingRates that surveyed more than 1,000 American Adults found that only about 1 in 5 people feel sufficiently educated about their finances to a point where it hasn’t hurt them financially.

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80% of Americans say due to lack of understanding about their finances has led them to debt, overpriced loans and a reluctance to invest their money.

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According to the U.S. Department of Health and Human Services (DHHS)’s Administration on Aging (AOA), around 70 percent of people of over the age of 65 will require long-term care services at some point in their life.

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60 percent of assisted living residents will eventually need a higher level of care, often neccessitating a move to a separate skilled nursing facility.

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Most people don’t consider long term care planning until it’s too late. Less than a third of Americans aged 50 and older have yet to start planning for long term care. If they continue to put it off, long term care options continue to dwindle as time progresses.

Testimonials

I cannot thank Reggie enough for the amazing work he did for my family helping us with our long-term care application and other financial matters. Reggie went above and beyond our expectations. He was professional, knowledgeable, and truly cared about us. We are so grateful for his expertise and dedication to his clients. We highly recommend his services to anyone

Mary J.
I am incredibly grateful for the work that Reggie did for my family during a difficult time. He was compassionate, professional, and went above and beyond to ensure that everything was taken care of smoothly and efficiently. He handled all of the legal and administrative tasks with expertise and attention to detail, which gave us peace of mind and allowed us to focus on grieving and healing. Reggie was always available to answer our questions and provide guidance, which was invaluable during a time when we felt overwhelmed and unsure of what to do. We could not have navigated the estate process without his help, and we are so thankful for his support. I highly recommend Reggie to anyone in need of estate planning or administration services.

Tom G.
Reggie has been fantastic to work with! He helped me with some financial management services I was seeking and I found him to be professional and thorough. I would highly recommend him to anyone seeking help.

John M.
Mr. Finno has been my conservator for more than four years. I can’t say enough regarding his management of my finances, nor the lessons he has taught me to help myself. He is honest, trustworthy and stands by his word. It is my honor and privilege to work with him.

Gail L.