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.
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Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
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How federal estate taxes work, plus estate management documents and tactics.
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The importance of life insurance, how it works, and how much coverage you need.
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Using smart management to get more of what you want and free up assets to invest.
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Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
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