Founded in 2008 by principals Donald Thomas and Kerry Morris, Certified Financial Planner™, Assurance Financial Partners (AFP) specializes in all facets of retirement planning for individuals and companies. We help individuals ensure that income is available when needed, for as long as needed. With 30 years of combined experience, we create comprehensive, individualized plans for our clients.
As an independent financial firm, we have a full complement of financial tools at our disposal and can create a strategy that protects and grows assets while minimizing tax burdens. People have vibrant, active lives and don’t plan to sit in an easy chair. That means that ensuring adequate income for the future is extremely important. We create plans that reduce risk while taking advantage of economic conditions.