Advanced Planning Solutions was founded in the 1990's with the goal of offering a full-service financial planning firm in a comfortable environment.  One which put the interests of the client above all else and was not restrained by a large company.  

At the heart of the business is a hand-holding approach built on education.  We continually educate our clients so they are comfortable and confident.  

Why is growth important for you?

A constantly growing firm is a strong firm.  It means that they have clients that appreciate the work that is being done and capital is being added to make the experience for the clients better.  

Throughout the years we have grown to a large independent advisory firm consisting of two other financial advisors and a director of operations.  Our growth stems from three main factors which we believe is a tribute to our professionalism;

1. Portfolio & Investment Growth
2. Client Retention
3. Referrals 

Portfolio & Investment Growth - Organic growth through portfolio performance is a large factor to our success.  Since we are fee-based advisor we grow as our clients portfolios grow.

Client Retention - Our high client retention rate is very important and something we are very proud of.  We strive for exceptional customer service and it shows by our high rate. 

Referrals - A referral is a testament to the good service you provide and we take that to heart.