Presidents Welcome

Welcome to Advance Financial Solutions. We work with an exclusive group of affluent Multicultural families who are serious about accumulating wealth, and are looking for definitive solutions to maintain wealth in order to fit their charitable giving, and visions for themselves and their families. Our primary objective for each client is to be Real, Transparent, Client Centered and treat each client the way we would want to be treated and using the principles of the Bible as our guide.

What sets us apart from the rest? We believe we have a personalized approach to conducting business. We have a desire to relate to each person based upon their goals and desires 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 ask you questions if it appears to us, you are not understanding and break it down so that you can understand. We are open to hear from you about how we can serve you better, and we listen. We believe our purpose is to help people reach their dreams, through asset management and inspiring people to believe they can overcome obstacles to financial independence. We believe when you abandon your God given purpose, for the prosperity of the world standards, it can lead you from truimph to unhappiness. Obtaining prosperity based upon the worlds standards are not our objective, but first and foremost to honor and glorify The Most High God, serve our clients, and take care of those we love.

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.