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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the economy's cycles can help put current business conditions in better perspective.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Lifestyle considerations in creating your retirement portfolio.
Five phases to changing unhealthy behaviors.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you have causes that you want to support with donations?
Making the most of surprises is a great reason to work with us.
Imagine your ideal post-pandemic retirement with this animated video.