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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Your credit score may influence how much you pay for auto and home insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Apps that help small business owners better manage and grow their business.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
At what point can you call a personal vehicle commercial?
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
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.
There are a few things to consider when buying or leasing your next vehicle.