General Info

Advance Financial Group offers investment advisory and comprehensive financial planning on a fee basis to individuals and small businesses. As an independent advisors we strive to provide unbiased advice and focus our loyalty on you . Retirement planning includes creating a plan for achieving your specific retirement goals and evaluating your progress toward your desired retirement lifestyle. The retirement planning process also includes a plan for income distribution at retirement-Creating a plan for a dependable and sustainable income which is integrated with social security and income from pensions , 401k plans and investments. Comprehensive Financial planninng also includes Social Security Maximization,Medicare Planning and Insurance risk Analysis which could include life ,health and long term care insurance. Depending on your situation your financial plan could also include education planning and estate and charitable giving planning. Wealth Management-We specialize in helping successful clients select individual portfolio managers with compatible objectives, attitude and risk tolerance levels. Actively managed assets are monitored daily, something the most dedicated investor cannot do on his own. We offer managers that use a more proactive management style in order to better preserve and protect your assets by adjusting to market conditions. We believe independent managers, like independent financial advisors, offer clients a broad unbiased prospective regardless of the size of your account. Helping women with life transitions such as changing careers, divorce or death of a spouse and retirement planning are areas of focus. Our goal is for clients to feel financially secure and confident about their financial futures, so that they can focus on and enjoy the things that matter most to them.