Advanced Financial Strategies is a fee-based, integrated wealth planning and management firm. We bring simplicity to the complex task of coordinating all your financial goals into a comprehensive plan.
We are independent, objective, comprehensive and forward thinking as we strive to assist you in:
- Creating and growing wealth,
- Protecting and preserving capital,
- Arrange your financial affairs to minimize your taxes.
Our approach is to collaborate with you in developing a complete overview of your situation and identifying unique issues that can arise in the various stages of your life. We also work with other professionals to develop an integrated plan that best meets your objectives. Our goal is to provide advice, insight and design strategies that would address your concerns and help with solutions.
Our clients include executives and business owners, affluent individuals and wealthy families.
Our team of professionals includes: Certified Financial Planners, Accredited Estate Planners, Enrolled Agents, Insurance Professionals, and Real Estate Professionals.
Our mission is to understand your needs; provide you with the most practical and comprehensive advice; render the best service to you with the highest standard of integrity and assist you in making your financial goals a reality.
With over 25 years in the Financial Services Industry, we have viewed every client relationship as a partnership, and truly believe that our success is a result of your success.