A Comfortable,
Confident Retirement.
Because you worked hard to make your Golden Years Special.
Timely
Responses
Investment Management
Identity Theft
Protection
Tax
Optimization
Retirement
Planning
Social Security
Planning
Estate
Planning
Information Overload
Anything you could ever want to know is a Google search away, but that comes with new problems. The amount of terrible financial advice that we see on a daily basis is staggering. The good information is mixed with the bad information and it's hard to tell what you should do with it.
Before and during retirement there are many decisions that you will be forced to face. 401k Rollovers, Retirement Income Planning, Medicare and Social Security enrollment, RMD's, how to optimize tax smart investing and long term care needs are just a few of the decisions you will make.
Over 60 Years of Experience
Advanced Planning Solutions was founded with the goal of offering a full-service financial planning firm in a comfortable environment. One which acts as a fiduciary by putting the interests of the client above all else and not being restrained by a large company.
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At the heart of the business is a hand-holding approach built on education and security. We continually educate our clients so they are comfortable and confident.
Our Tool Chest
​We have put together a suite of tools that protect our client's and enable to them to thrive in retirement.
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Identity Theft Protection
Whether you like or not, your information is out there. Cybersecurity is the front lines of a battle across the dark web for your information and we will protect you from that on Day 1. We have partnered with a company called Carefull to provide you with $1 Million of Identity theft protection and dark web monitoring.
"Precaution is better than the cure."
1-Page Financial Plan
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Retirement planning can get very detailed and complex. However, we also want to make sure that everyone in the family can understand the basics. Every retirement plan starts with an easy to understand, one page Asset-Map. We find this is a great way to start the planning process because it’s visual, but also works great for estate planning and to make sure that both spouses are on the same page.
"If you fail to plan, you are planning to fail." - Benjamin Franklin
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Detailed Financial Plans
We will build on your one-page retirement plan and continue to dive deeper. Retirement plans are only useful if you understand and follow them. Our tools allow us to start at a high level and work our way down to the details.
"Good fortune is what happens when opportunity meets with planning."
- Thomas Edison
" Vision without execution is delusion."
- Thomas Edison
AdviceWorks is your client portal that you can access on a computer or through the mobile app. Here you will be able to view all your accounts and store sensitive documents in your own encrypted storage vault.
Client Portal
Tax Optimization
Tax returns can give us insight and provide us with valuable information when it comes to investing. Using your last years tax return we will run it through our Tax Reporting software to give us an Insights Report. This will provide us with only the important information in a concise report.
" It's not what, you make, it's what you keep." - Robert Kiyosaki
Investment Management
Before we do anything, we will discuss time horizon, income needs, tax concerns, risk levels and how you feel about investing. Once we are all on the same page, you will receive a portfolio that is appropriate to reach your investment goals, managed with an investment practice deeply rooted in our own time-tested processes and philosophies.
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Give us a call and we would be happy to discuss in further detail.
" Risk comes from not knowing what you're doing." - Warren Buffet
Adding Value
Our goal is to provide value to your Finances, Life & State of Mind.
$1,000,000 Identity theft protection and dark web monitoring
Institutional Investment Portfolio Management
One-Page Financial Plan + Detailed Plan
Annual Tax Optimization Report
Tax-Sensitive Investing & Income Plans
A point of contact for all your financial professionals
A Family Firm, Based on Family Values
What keeps you up at Night?
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Will I run out of money during retirement?
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How should I be invested?
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How do I handle an upcoming inheritance?
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My spouse just passed away, what should I do?
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Are my investments tax-efficient?
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When should I take Social Security?
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Do I need Long Term Care insurance?
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How much will my children's college cost?
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Do I need life insurance?
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When is my RMD?
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