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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.


What We Do

We offer comprehensive wealth management and retirement planning strategies.


How We Help

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


Helpful Content

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Why are they made again and again? Making sense of these errors in judgement.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Choosing a Retirement Plan that Fits Your Business

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To choose a plan, it’s important to ask yourself four key questions.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Understanding the Basics of Medigap Policies

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A Bucket Plan to Go with Your Bucket List

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator helps estimate your federal estate tax liability.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

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

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

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Consider These 3 Things Before Driving Off the Lot

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

When Markets React

When markets shift, experienced investors stick to their strategy.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should I Invest in Gold?

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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