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

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Pay Off Debt or Invest?

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Can Election Results Predict the Market?

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow