Broker Check
 
 
Sound strategy starts with the right goal.

Where Do You Want Your Financial Roadmap to Take You?

Building a successful business or career takes daring and drive, and it requires a level of focused effort that many people simply can’t comprehend. However, when you have a vision for what you want to build — and the desire to determine your own destiny — bringing your dream to life is the only option.

For many owners of closely held companies and independent professionals, planning your future can take a backseat when you’re so busy building and running your business. In these circumstances, delaying your own financial planning process often feels like a reasonable trade off. However, without informed strategies guiding your choices, you could be missing out on opportunities or opening yourself up to unnecessary risks in the process. 

At Advanced Portfolio Strategies Insurance & Financial Services (APS), we support business owners and independent professionals like you who want to protect their life’s work and create financial freedom — today and after you choose to stop working.

When we meet with new clients, our goal is to help answer your most pressing financial questions, such as:

  • How can I control — or limit — my tax liabilities?
  • Am I using the right tools and strategies to plan for my financial future?
  • Will I have the income I need to maintain my lifestyle if I stop working?
  • Could death, disability, or divorce damage my company?
  • How can I fairly pass my business and assets to my heirs or key employees?

No matter your objectives, we are here to support you with hands-on, intelligent strategies. And as an independent financial advisory firm, we have the freedom to provide the guidance you need — and the sophistication to address your complete wealth management goals.


Who We Are

We are committed to providing a high level of service that stands apart from the rest.


How We Help

We work with you to create customized strategies that address your personal needs.


What We Do

We offer comprehensive wealth management and retirement planning strategies.


Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow