Our Services

Advance Financial Independence Group is committed to serving our clients by providing the most innovative services available to help you create a legacy of financial Independence.


FREE PORTFOLIO REVIEW AND ASSESSMENT

Free one-hour investment and retirement portfolio review by one of our investment advisors to help you optimize the allocation of funds for the purpose minimizing the exposure of market volatility and taxation in order to create a more financially independent portfolio. We offer this service on an annual basis for each of our clients.

TAX MINIMIZATION STRATEGIES

Advance Financial Independence Group is committed to education to help our clients minimize and even eliminate income tax from your retirement income. We offer free classes throughout the year at local universities to show you how you can get to a 0% tax bracket in retirement.

RISK MANAGEMENT AND ASSET PROTECTION

We help monitor and advise our clients on an on going basis in order to help mitigate unnecessary risk that could compromise your families standard of living. We are committed to protecting our clients from the risk of market volatility and taxation. 

LEGACY AND ESTATE PLANNING

Whatever wealth you build in your lifetime, however large or small it may be, you will want to establish a legacy with it long after you’re gone. For most people, that means ensuring that your family benefits from your hard work and is protected from probate and taxation. Protecting your assets in order to bless your family doesn’t happen by accident; you need a plan.

ANNUAL REVIEWS & EDUCATION

We offers annual reviews and ongoing education for all of our clients. When you decide to business with Advanced Financial Independence Group, you become part of our family. Our founder, Steve Sousa has made it his mission to protect our clients as if they were part of our family.

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