Broker Check

Our Services

At Advanced Financial Solutions it is our mission to assist you in achieving your financial goals, and helping you protect yourself, your family, and your business.

We value our relationship with our clients and can help you with retirement planning, estate planning, and college planning by providing you with the best personalized attention to meet your needs and goals.

Investments *

  • Bonds
  • Check Writing
  • Mutual Funds
  • Limited Partnerships
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Variable Annuities
  • CD's

Financial Planning *

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • Traditional IRA
  • Simple IRA
  • 529 Plans
  • Roth IRA
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance