Do You Want To Increase Your Lifetime Income By More Than One&#160; Million?<br/>

Do You Want To Increase Your Lifetime Income By More Than One  Million?

Watch our MASTER CLASS - Discover the strategy we use to accelerate and sustain your financial independence. 

Schedule a 15-minute call today!
Financial Independence Advisory&#160;

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

Schedule a 15-minute discovery call
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

  • Develop A Financial Plan
  • Establish Clear Goals
  • Personal  Accountability
Budgeting &#38; Saving

Budgeting & Saving

  • Pay Yourself First
  • Create a Budget
  • Spend Smart
Debt Repayment

Debt Repayment

  • Improve Credit Score
  • Refinance Loans
  • Eliminate Debt
Emergency Preparation

Emergency Preparation

  • Start An Emergency Fund
  • Protective Insurance
  • Peace Of Mind
Investment Options Education

Investment Options Education

  • Retirement Accounts
  • Alternative Investments
  • Stocks and Bonds
Tax Mitigation &#38; Possible Elimination

Tax Mitigation & Possible Elimination

  • How Income Taxes Work
  • Provisional Income
  • Deductions and Credits
Retirement Income Optimization

Retirement Income Optimization

  • Maximize Social Security
  • Annuities
  • Retirement Income
Legacy &#38; Estate Planning

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

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