Products and Services

 

 Advance Financial Solutions offers a range of financial services and products. Securities are offered through FSC Securities Corporation. Through our affiliation with FSC Securities we can offer our clients a complete selection of Brokerage Services. Our relationship with the FSC team works closely with Pershing LLC, our clearing firm and business partner, to ensure that all transactions are executed promptly and seamlessly. Pershing is the leading provider of comprehensive brokerage execution, clearance and investment products and services to financial organizations worldwide.

  •       Certificates of Deposit
  •       Mutual Funds
  •       Common Stocks
  •       Government Securities
  •       Corporate Bonds
  •       Municipal Bonds
  •       Annuities
  •       Variable Life Insurance Products
  •       Disability, Long-term care and Term Insurance 
  •       Money Market Accounts
  •       Investment Advisory Services
  •       Employer Group Health Insurance
  •       Employer 401(k) or 403(b)
  •       Roth, Traditional and Educational IRAs 
  •       Alternative Investment Choices
Financial Planning*
  
We have worked years to build our financial illumination process which will lead you to a comprehensive financial plan that is specifically programmed to support your goals and lifestyle. Your plan will be made up of numerous sections including: planning for retirement, saving for a college education, investments, cash and budget management, risk management, goal planning and legacy planning. By evaluating all pieces of your financial concerns, maintaining your lifestyle, goals, dreams, and desires we are able to help create an efficient plan that provides confidence to your financial decision making.   

    

  • Retirement Planning
  • Financial Planning
  • Financial Planning Education ( pre-marital and divorce preparation )
  • Education Planning
  • Goal Planning
  • Debt Reduction/Budgeting
  • Recent Widowhood Planning
  • Investment Asset Allocation
  • Risk Management
  • Legagcy/Estate Planning
  • Life Transition Planning (Life Transitions often affect your financial state)
 Making a commitment to get a comprehensive financial plan completed will help you focus and identify your ideal financial model.  In order to complete a goal, you must first know what steps to take to get there.
  
Investment Advisory Services*

There are three main investment advisory options catering to client needs through FSC Securities Corporation. Vision2020 Advisor, Modelpolio, and Third-Party Money Managers.  By using third-party money managers, advisors eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees—all are performed by the money manager. The financial advisor will be responsible for selecting the most appropriate money manager for our client, monitoring the performance of the money manager and managing the relationship between our client and the money manager.

 *Securities and advisory services offered through FSC Securities Corporation.