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| Additional information |
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| Advanced Financial Advisors (AFA) |
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Mission statement:
A goal without a plan is just a wish.
Antoine de Saint-Exupery
Advanced Financial Advisors, LLC, is a professional financial planning and wealth management firm, dedicated to our mission of assisting our clients realize their unique vision for financial security and success.
We provide reasoned and reliable financial guidance and actionable advice based on your vision, your circumstances and our comprehensive analysis of your financial situation. Our perspective has been honed through an unwavering commitment to continue to expand our professional knowledge and skills over decades of experience, and by collaborating with industry leading professional partners, and resources, all to help you make the most of your income, savings, and investments.
Our holistic approach to your financial success is, designed to provide you with an integrated, coordinated financial plan that respects your experience, and reflects your values and priorities. Your road map to help you; identify opportunities, manage risk, to protect and grow your wealth, protect your living standard, and efficiently transfer a meaningful legacy to those people you love, and/or to organizations and ideas you value, on your terms. Financial planning and wealth management, "For your Life's Great Goals."
At Advanced Financial Advisors we're committed to helping our clients achieve their goals. We’re part of Integrated Financial Partners, Inc., (IFP) a regional group of financial planners. IFP is affiliated with the Lincoln Financial Advisors Corp., a member of Lincoln Financial Group, a Fortune 500 financial services company. This affiliation provides depth, stability and significant resources for us and our clients. By finding creative solutions to your financial challenges we can forge long-term relationships that help you protect your family, accumulate wealth and enjoy a comfortable retirement. A financial advisor you can trust; an organization you can count on. With Advanced Financial Advisors, you get both. Here's how we work:
We identify your needs and objectives.
We analyze and evaluate your personal situation.
We give you input and advice to help you make timely, informed decisions.
The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being of you and your family. This helps place you in a better position to make wise decisions, and makes implementation much easier.
We're with you all the way.
Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business succession planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively help meet your financial security and asset preservation needs and objectives. |
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Overview:
Advanced Financial Advisors, a premier fee-based financial services firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
The overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always" (SM).
Lincoln Financial Advisors' philosophy of "Serve First" was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.
We are affiliated with Integrated Financial Partners, Inc. a regional company dedicated to helping you improve your income and significantly impact your quality of life through the coordination of your financial plans. Integrated Financial Partners, Inc. is affiliated with Lincoln Finanial Advisors, a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates - a Fortune 500 financial services company (NYSE:LNC)that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients.
With Advanced Financial Advisors, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the local individual service that comes from having a personal financial advisor. |
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