Presidents Welcome

 Welcome to Advance Financial Solutions. We work with an exclusive group of affluent families who are serious about accumulating wealth. Many are looking for definitive solutions to help maintain wealth in order to fit visions  they have for their families.

Our primary objective is to be Real, Transparent and Client Centered. We want to treat each client the way we would want to be treated by using the principles of the Bible as our guide. Therefore all things whatsoever ye would that men should do to you, do ye even so to them: for this is the law and the prophets. Matthew 7:12. 

What sets us apart from the rest? We have a desire to relate to each person based upon their goals rather than the impersonalized approach of a larger entity. We make every effort to talk on a level that everyone understands by staying away from financial jargon or complicated business models. 

We often meet people at turning points in their lives.  Many come  to us  as a referral from our distinctive client group when their retirement is approaching and they've been offered a early retirement option. Others come when they've received an inheritance, or when they aren't receiving the service they've been wanting from other financial services professionals. 

 Some come to us to be their Chief Financial Coach.  In this case we are responsible for managing the financial risk of the individual or family, helping them to organize their financial data, and anaylize how to help achieve their financial planning goals and dreams. 

It begins by creating a partnership. We will serve as your lighthouse. If you are looking for a lighthouse to provide direction toward your financial vision then we believe you've reached your destination.