| Investment Management |
| Investment Management services consist of analyzing the client's assets, goals and risk tolerance, and directing the investment of the client's assets in order to achieve those goals. In providing investment management, we consider, among other things, the client's existing assets and liabilities, the anticipated time horizon, risk profile, diversification of the client's existing portfolio, anticipated liquidity needs, and objectives of the client. We then develop and implement a coordinated plan based upon the foregoing factors. Among the investment strategies utilized by Advanced Financial Strategies are the following: (1)Strategic Asset Allocation, (2) Dynamic Asset Allocation, (3) Private Account Management. |
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| Insurance Services |
| Analysis of the client's financial exposure relative to mortality, disability, liability, and property. Assess the client's insurance needs, review insurance policies and summarize costs and benefits to ensure up-to-date coverage of risk and that the client's needs are met. We provide our client's with the following insurance products: 1) Life 2) Disability 3) Long Term Care 4) Health 5) Dental, and 6) Vision |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall personal and business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Estate Planning |
| Identification of assets which can be included in the client's estate and an analysis of the control, diposition and taxation of those assets. Propose changes for review with the client's attorney to accomplish the following: 1) Coordinate an effective method of disposition of the client's estate. 2) Minimize the impact of income, estate and gift taxes. 3) Ensure that the estate will have sufficient liquidity to pay taxes. 4) Minimize the emotional and financial burden of the cliet's beneficiary. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Retirement Planning |
| Assess the client's income needs during retirement and develop a plan to meet those needs. The process involves the following steps: 1) Estimating future needs in today's dollars; 2) Calculating that amount in future dollars based on inflation rate assumption; 3) Estimating the client's expected income from social security, employee retirement plan and other sources; 4) Calculate the additional amount needed to provide the client with adequate income for the future; 5) Analyze the alternatives and tas implications of various retirement plans and their funding vehicles and/or distributions at retirement age; and 6) Recommend appropriate investment vehicles to meet the client's goals. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans,Simple IRA, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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