
Learn How To Increase Your Lifetime Income By More Than One Million Dollars

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.
Learn How To Increase Your Lifetime Income By $1 Million Or More By Reducing Taxes In Retirement

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
- Develop A Financial Plan
- Establish Clear Goals
- Personal Accountability

Budgeting & Saving
- Pay Yourself First
- Create a Budget
- Spend Smart

Debt Repayment
- Improve Credit Score
- Refinance Loans
- Eliminate Debt

Emergency Preparation
- Start An Emergency Fund
- Protective Insurance
- Peace Of Mind

Investment Options Education
- Retirement Accounts
- Alternative Investments
- Stocks and Bonds

Tax Mitigation & Possible Elimination
- How Income Taxes Work
- Provisional Income
- Deductions and Credits

Retirement Income Optimization
- Maximize Social Security
- Annuities
- Retirement Income

Legacy & Estate Planning
- Preserving Your Legacy
- How to Avoid Probate
- Trust vs. Will
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