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

Background in Law Enforcement
Results Driven
Powerful Advocate

Services We Provide

Financial Management
Long-Term Care Applications
Administrator & Trustee of Estates
Power of Agreement



There were 92,371 victims of elder fraud in 2021

1 in 5

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.


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.