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About Advanced Financial Solutions

Advanced Financial Solutions is an independent financial services organization providing a variety of fee based and commission-based services depending on your needs and preferences. Being independent allows us to offer the best investment vehicles and insurance products available to fit your individual and business needs.

We maintain a working partnership with various local CPA firms and attorneys which allows us to provide you with a full financial picture including tax and legal strategies.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Meet Our Team

Rick McCarville, Andrew McCarville, Scott Julius, and Melanie Duckett are an experienced and enthusiastic team that thrives on client satisfaction. We invite you to visit our company page to learn more about us.

Meet Our Team

Our Financial Advisement Process

Over the thirty plus years Advanced Financial Solutions has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationships

Advanced Financial Solutions has established long lasting relationships that date back to the 1960’s with multiple generations of clients. Today, that level of trust is what makes Advanced Financial Solutions stand out and gives our clients great confidence in our advice.

Gathering Data and Goals

By establishing relationships with our clients, Advanced Financial Solutions not only learns more about your portfolio but also about your dreams and ambitions. This enables us to execute a comprehensive plan to align and achieve those goals.

Evaluating Financial Status

Advanced Financial Solutions will prepare you for what to expect as you move through the various phases of your life. Our guidance will lead you on path to get you where you want to go.

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Serving your financial needs is our mission at Advanced Financial Solutions. Guidance and education on financial opportunities provides you with the knowledge to make the decisions to accomplish your goals.

Setting Your Plan to Action

Understanding your financial plans with products that align with your goals is part of the relationship building that creates long-term results. Advanced Financial Solutions is your partner in implementing these services and overseeing your progress.

Monitoring Portfolio Progress

Yearly financial reviews allow Advanced Financial Solutions to monitor your portfolio and make necessary adjustments to stay aligned with your goals.

Schedule a meeting with our team

We’d love to hear from you. Give us a call and we’ll get started.

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Retirement Planning

Advanced Financial Solutions is here to guide you on retirement planning and that exciting phase of your life. Enjoy your retirement in confidence with our professional services.

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Business Planning

Proper planning and financial structuring are essential to the future of all businesses. Whether it is succession planning or protecting the business from a devastating financial impact, Advanced Financial Solutions has the experience to assist.

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Estate Planning

A solid plan will allow you to preserve the assets you have worked to accumulate for future generations. The Advanced Financial Solutions team has years of experience in estate planning to make that happen.

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College Planning

Advanced Financial Solutions will help you prepare for one of the biggest investments you may make in your children’s future. Our forward thinking will design a plan to meet the rising costs of secondary education.

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What Sets Us Apart

At Advanced Financial Solutions, our mission is to empower individuals and families to achieve their financial goals through comprehensive planning and personalized guidance. We are dedicated to building long-term relationships based on trust, transparency, and collaboration, ensuring that each client feels confident and informed in their financial journey. By integrating strategic insights with a deep understanding of our clients’ unique goals, we strive to create a lasting impact that enhances their financial well-being and fosters a secure future.

See What Our Clients Have to Say

"As a family, we have used the services of Advanced Financial Services for over twenty-five years. Their professional staff has been an invaluable partner in planning our families financial future. Their team is truly invested in your financial wellbeing. Their variety of finance and insurance services have helped us navigate the major milestones in our lives including the birth of our children, saving for college, purchasing our home and now helping us chart a course for retirement. We highly recommend the team and services at Advanced Financial Services. "

Matt & Sarah Cosgrove

"I appreciate Advanced Financials’ long-term philosophy. They routinely meet with my family to ensure we are on track for long term financial peace. They are always there for a quick question or to explain the ever-changing dynamics of investing."

Jesse Ulrich

"We have been extremely satisfied with the quality and consistency of service, support and guidance we have received from Advanced Financial over the past 20 years. Having confidence that our financial assets are being well managed means the world to us. The team has always looked out for our financial well-being and found solutions for us even before we knew we needed them! Their experience and knowledge has been invaluable to us and because of that we recommend them to our family and friends."

Brent & Pam Bunte

Call Us

515-576-1731

Address

101 North 27th Street

Fort Dodge, IA 50501