Stefano Pellegrino

Assured Financial Solutions

Insurance, Tax, Solutions Providing Collaborative, Consultative Solutions for the Owner Managed Business and Shareholders Assured Financial Solutions (AFS) gives the market place products that are different. We believe through proper planning and strategy, we can provide insurance solutions for wealth transfers, tax minimization, corporate planning or even provide benefit while a shareholder is alive. AFS specializes in all aspects of the private company, whether funding a buy sell agreement, facilitating an arms length share sale, accessing corporate funds in a tax efficient way or anything in between. We work collaboratively with your trusted advisor to build a plan that works.