Broker Check

AFA formed an affinity partnership with Statera Retirement because we offer an innovative approach to addressing the challenges faced by modern retirees. Our system addresses the limitations of traditional retirement planning strategies, which are often exacerbated by factors such as longer life expectancy, inflation, and market fluctuations. Statera Retirement evaluates the potential risks during retirement, provides strategies to help minimize these risks, and enhances the chance of a successful retirement. 

AFA member benefits include:

  • Complimentary, no-obligation, in-depth analysis using Statera's proprietary SIM™ retirement method
  • Discounted wealth management fees
  • Pension analysis
  • Social security strategies
  • Education for major financial decisions (estate planning, major purchases, long-term care planning, etc.)

AFA is not affiliated with MML Investors Services, LLC, or its affiliated companies

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The Statera Method

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