Phillip Putney is a well-known name in the financial industry for his expertise in managing taxes, investments, and insurance for closely held businesses and their owners. After working for a prestigious CPA firm in Michigan, Phil founded Putney & Associates, PC, providing his clients with low-risk investment solutions, and later starting AFS Wealth Management. Phil's passion for education has earned him the Ed Slott Elite IRA Advisor designation, a well-deserved recognition for his focus on educating his clients on protecting and growing their wealth.

Having studied MST in Taxation at Walsh College and BSBA in Accounting at Lawrence Technological University, Phil's educational background allows him to provide objective evaluations on retirement plans, investments, and estate planning. As a President at AFS Wealth Management and a former Founder at Putney & Associates, PC, Phil has successfully helped his clients gain confidence and peace of mind in retirement by specializing in creating value, security, and peace of mind for them and their families.