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    Financial Services

    Advanced Financial Strategies offers a number of valuable services to help keep you happily retired:
    * Pre-Retirement Planning * Income Maximization
    * Post-Retirement Planning * Growth Strategies
    * IRA & 401(K) Rollovers * Tax Planning
    We also offer several additional services and solutions to complete your well-rounded financial approach:
    * Estate Planning * Long Term Care Protection
    * Life Insurance * Probate
    * IRA Legacy Planning * Trusts
    * Charitable Giving Strategies  

    For more information or to schedule a complimentary appointment with Advanced Financial Services, please call Trae at (800) 696-3782 or CLICK HERE. Our three CPAs are permitted to give you tax and accounting advice. For legal advice, we can refer you to an appropriate attorney to address your specific situation.

    We can help you decide on allocations in your current 401(K)!


    Can I retire now? If not now, when? How much income can I draw? Will it last? Will I have the time to do what I want? What if…?

    Whether your retirement is right around the corner or a few years down the road, these are very common questions. Advanced Financial Services has answered these questions for thousands of individuals – just like you. We will develop a plan to meet your needs, your desires and your situation. It’s never too early (or too late) to put a sound financial strategy in place. Two things can ruin your retirement:
    • Not earning enough on your investments
    • A significant investment loss
    For over 20 years, our advanced methods and unique financial approaches have helped protect our clients from these dangers – through good times and bad – helping them enjoy the retirement they’ve spent years envisioning.


    Is your retirement turning out as planned? Could it be better? Would you rather be doing the things you enjoy rather than wondering and worrying about your investments? Many or our clients were not happy with the direction their original retirement plan was going, so they came to Advanced Financial Services looking for a better way. Just as a patient might seek a second opinion regarding a medical issue or diagnosis, many of our valued clients originally came to us seeking our perspective and professional opinion on the existing financial approach they had in place.

    With so much at stake, isn’t your financial future worth this second opinion? At Advanced Financial Services? We believe you’ve worked far too hard not to enjoy this chapter of life to its fullest, and we encourage you to let us help you do just that!


    Whether with a former employer’s retirement plan, in a current 401(K) or sitting in an IRA, your accumulated retirement savings will likely provide a large portion of your monthly retirement income. It is very important to make sure your accounts have enough security and earning potential to meet your needs.

    Advanced Financial Services knows the IRS, custodian and administrator requirements to help ensure 100% of your money is working for you. For over 20 years, we have handled rollovers from many different locations including:

    * Local and national banks and credit unions
    * Brokerages such as Edward Jones, Merrill Lynch and Smith Barney
    * Online brokers such as Fidelity, TD Ameritrade and E-Trade
    * Mutual funds such as Fidelity, Vanguard and PIMCO
    * Employers such as DuPont, Exxon, Valero, Motiva and AT&T
    *Utility companies, schools, local and federal government, etc.
    * And many, many others  


    Advanced Financial Services works to help ensure all your accounts achieve the best performance possible, so that you have the money to do the things you enjoy – traveling, gardening, golfing, hunting, fishing, etc.

    A significant investment loss can also have a devastating impact on the amount of income you receive over the course of your lifetime. A properly-structured retirement portfolio, on the other hand, uses proven financial principles to:
    • Account for and hedge against the ups and downs of the stock market
    • Generate guaranteed retirement income you absolutely cannot outlive*
    * Guarantees subject to the financial strength and claims paying ability of the issuing insurer.


    Effectively growing your money for future needs (retirement income, emergencies, spending, etc.) can be a tremendous challenge. Many find themselves asking questions such as:
    • Can I make more without increasing my risk?
    • Can I take less risk without decreasing my earnings?
    • What is the best possible allocation strategy given my goals?
    • Is this particular investment really right for me?
    • How can I still benefit in today’s volatile market?
    For over 20 years, our methods have helped maximize our clients’ growth – through good times and bad – helping them enjoy the financial futures they deserve.


    In the U.S., we have entered an environment of rising taxes. That’s why it’s more important now than ever before to incorporate tax planning into your portfolio as well as all your financial decisions. Our in-house CPAs help you manage and control your taxes, ensuring you keep as much of your earnings as possible. They can also review your tax return to make sure you are not paying more taxes than you should on various investments.


    Though the term may seem complex, estate planning is simply (while you’re still alive)
    • Determining where your assets should go after you die
    • Making sure those beneficiaries receive as much as possible with as little effort as possible
    Our team can review your estate planning goals with you, and if necessary, refer you to the appropriate estate planning attorneys.


    Do you have too much life insurance? Are you being charged for coverage you no longer need? Could additional life insurance reduce your estate taxes and increase the amount that goes to your beneficiaries? Our team can look provide an in-depth review of your goals and situation to help ensure your money and coverage is working as hard as possible for you.

    Our Guide

    "Your Retirement Income Planning Checklist"
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    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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