Advanced Financial Concepts was established to focus on solutions to client’s problems with objective and independent, investment techniques and advanced planning strategies. Wisdom and experience are needed to tailor fit the right product(s) to the client’s needs. Our mission is to harness the power of world-class investment managers to create and preserve multi-generational wealth.
My strong work ethic and attention to the details of clients’ individual needs comes from those early days of learning to listen to the hotel guests, resolve their problems and address their needs.
I began my financial services career working with an investment company, eventually being promoted to branch manager. Our focus was helping small investors, showing them how to invest small amounts of money on a regular basis as a way to get potentially higher returns than they could get from traditional bank accounts. I spend considerable time on investment research, portfolio design and tax reduction strategies. Our personalized investment portfolios seek to reduce risk and increase returns after taxes and inflation. There are no guarantees of future performance.
I met with my first client in 1984 and continue to work with them today. One of my strengths is building long term relationships. I have been working with many of my clients for over 20 years. The firm’s clientele is diverse, including young growing families as well as retiree’s looking to preserve their wealth for a secure future and that of their heirs.
Our services provided include but are not limited to:
Social Security maximization and Medicare Supplement insurance
Portfolio Design & Management to increase returns and reduce risk
Stock Option Exercise and Tax Reduction Strategies.
Education funding for children and grandchildren
Wealth Preservation and Transfer