Plan for financial independence

It is important to feel you have control over your future. At Advanced Financial Services, we offer our experience and expertise to help you design your own plan for financial independence.

Contact us today to schedule a free introductory consultation! Please fill out the form below and a representative from our office will contact you shortly.

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Contact Us

For more information or to schedule a complimentary appointment with Advanced Financial Services:


Call Trae at  (800) 696-3782 or
(409) 384-5713
Email us at afs@sbcglobal.net
Visit our office at
797 W. Gibson St.
(across from Walmart)
Jasper, TX 75951
Visit our new Mid-County office 
1485 South Highway 69
(Behind The Schooner)
Nederland, TX  77627 
409-724-1173 

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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