Our Company
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.
Financial Planning Process: The Financial Planning Process first begins with a no cost no obligation consultation to determine your personal and professional needs and goals. After a complimentary in-depth analysis of your current situation, we provide you with appropriate strategies and assist you with the implementation of a solid and successful plan tailored specifically to your needs. We firmly believe this is just the beginning of the financial planning process and commit to having periodic reviews to make any adjustments necessary.
Insurance Protection: All solid financial plans begin with appropriate insurance protection. We focus on protecting your assets through the following types of insurances:
- Life
- Disability
- Long Term Care
* Investment Portfolio: When reviewing your investment portfolio, we seek to improve your overall bottom line performance (net of fees, charges, and taxes) compared to current holdings, while limiting risk through diversification and minimizing overlap. We will use a combination of any of the following investment vehicles:
- Retirement Plans-401k, Simple, SEP, 403b, TSA
- IRA's-Traditional, Roth, and Education
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Wrap Accounts
- 529 College Plans
- CD's
Partnerships: 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.
At Advanced Financial Solutions we understand how important it is to achieve your financial goals and we look forward to helping you achieve yours!