Imagine the possibilities of a financial independence Advisory Membership Program

Imagine the possibilities of a financial independence Advisory Membership Program


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Financial Independence Advisory 

Financial Independence Advisory 

Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.

We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is personalized and represents your family's values and objectives.

This 12-month, education based coaching program is designed to give you the accountability you need to work with our advisors to develop a plan that will help you achieve your financial goals.

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A NEW APPROACH TO PLANNING

A NEW APPROACH TO PLANNING

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

OUR EXPERTS HELP YOU WITH ONE-ON-ONE PLANNING, EDUCATIONAL WEBINARS, AND ON-DEMAND CONSULTING

Personal Goal Setting

Personal Goal Setting

Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.

Budgeting & Saving

Budgeting & Saving

Dream bigger, spend smarter. We'll crunch the numbers and show you exactly how much you should be saving with a budget that makes room for the things you love most while getting rid of the stuff you don't.

Debt Repayment

Debt Repayment

Whether it's student loans or credit card debt, we can help develop a plan to refinance (if needed) or determine which debt to pay down first. We can also help you improve your credit score.

Emergency Preparation

Emergency Preparation

The right amount of emergency savings will provide you the peace of mind you deserve. Understanding the proper level of insurance (you may or may not need) can save you thousands in expenses.

Investment Options Education

Investment Options Education

We'll walk you through the investment landscape. Understanding different investments and how to properly evaluate returns, expenses, and tax implications will empower you to make the decision that's right for you.

Tax Mitigation & Possible Elimination

Tax Mitigation & Possible Elimination

Understanding the complicated world of taxation will set you free from the fear of the tax-man. Once you learn all the different ways you can reduce the taxes you pay, you get excited about all the money you will save.

Retirement Income Optimization

Retirement Income Optimization

Let's develop a road map that will actually set you on a journey toward a retirement that you can get excited about. We can make adjustments along the way, but we will help you stay on the path that will get you there.

Legacy & Estate Planning

Legacy & Estate Planning

Everyone wants to leave a legacy. Whether it is sending your kids to college, paying off your mortgage, or creating an inheritance for the next generation, we can develop a plan to make it happen.


HAPPY CLIENTS
serving our clients since 1979


  • “I have been working with Advanced Financial for over 20 years and their honesty is unparalleled.”

    - Miguel Zaldivar

    Director of Manufacturing

  • “Steve and his team have treated us like family. They have been there for us anytime we’ve needed their help.”

    - Brian Wong

    Business Owner

  • “This strategy is so powerful that I now offer it to all of my employees.”

    - Craig Williamson

    Principle Architect

  • “After helping us navigate through the 2000’s, there is no one that I trust more than Advanced Financial.”

    - Chris Garner

    Chief Investment Officer

  • “The annual reviews and ongoing education have helped us improve our plan significantly.”

    - Michael Downer

    Manufacturing Consultant

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