Advanced Financial Strategies
As an independent, fee-based advisor, Advanced Financial Strategies views every client relationship as a partnership. Our team includes: CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Estate Planner® professionals, Accredited Tax Advisor® professionals, Enrolled Agents, insurance professionals, and real estate professionals. We are objective, transparent, and forward thinking as we assist you in creating and growing wealth, protecting and preserving capital, and arranging your financial life to minimize your taxes. Our clients include highly compensated executives, affluent business owners, as well as high net worth individuals and families. The guiding principle at Advanced Financial Strategies is, for whatever a person sows, this they will also reap. We are committed to being a good steward of your family’s wealth.
Comprehensive, Customized Advice
Our mission is to understand your needs, provide you with the most practical and comprehensive advice, render the highest level of service to you with integrity, and assist you in making your financial goals and life vision a reality.
Objective and Independent
We are not owned by an investment or commercial bank. This enables us to maintain absolute objectivity by not offering any proprietary products or affiliation with third-party products. We are not obligated to anyone except our clients and tailor our advice to your unique situation without any bias.
Our founder has been in the financial services business since 1986, and each of our advisors have over 25 years of industry experience. Our combined years of experience enables us to help our clients navigate a prudent path through their journey in life. We have committed to a client-centric advisory firm that values teamwork and collaborates with tax and legal counsel to meet our clients’ needs.