Affordable Life Plans LLC Offers Portfolio Management Services

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Founded in 2012, Affordable Life Plans, LLC is a well-known subscription-based professional services firm for Middle America. The company is based in Texas and caters to a wide segment of people with diverse requirements and financial status.

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Presentation Transcript

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Affordable Life Plans, LLC Offers A Wide Range Of Portfolio Management Services

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Founded in 2012, Affordable Life Plans, LLC is a well-known subscription-based professional services firm for Middle America. The company is based in Texas and caters to a wide segment of people with diverse requirements and financial status.

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To successfully to meet the specific goals of their clients, they offer a wide range of portfolio management services, including – Asset Selection, Asset Allocation, Investment Strategy, Personal Investment Policy, Risk Tolerance, Regular Portfolio Monitoring, and more. They also create an Investment Policy Statement for each client, outlining the client's income, tax levels, & risk tolerance levels.

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Affordable Life Plans, LLC also provides reliable financing planning services, which include investment planning, tax concerns, life insurance, retirement planning, debt/credit planning, college planning, etc. Being a client-centric firm, they spare no effort to ensure customer satisfaction. If needed, they do not mind tailoring their services to suit the exact needs of their clients.

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About Shaun P. Knapp Shaun P. Knapp is the “President” and “Director of Corporate Development” at Affordable Life Plans, LLC; which is one of the fastest growing Financial Advising Firms in the United States. Owing to his vast experience in the banking and financial industry; sharp business management skills; and can-do attitude; he has positioned the company as an upcoming leader in the industry.

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Prior to working with Affordable Life, Plans, LLC, Shaun has worked for many well-known companies, including AssessMD; Safeguard Capital, LLC; Safeguard Recovery, LLC; Capital One Bank, N.A.; and SouthTrust Bank. He is also a humanitarian, who believes in giving back to the community by helping the poor and needy.

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For the past several years, he has been regularly feeding the homeless and contributing to Big Brother & Big Sister program. He also donates to the women's genesis center of Dallas.

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