Element Funding - Strategic Alliance Partner
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Cornelius

Advanced Wealth Strategies 0 0 Votes

About Advanced Wealth Strategies

Why choose our services

Our goal is not just to simply manage money, but to help put a full comprehensive plan in place for the rest of your life and even to guide you on how to transfer that most efficiently and effectively to your heirs.

We take a holistic approach to creative financial and insurance planning for your family’s needs.

 

Our process

We offer a complimentary second opinion meeting to everyone that would like one.  Our meetings are simple, casual, and to the point. We don’t simply fill out a questionnaire, we would rather have a conversation about your current picture, as well as your goals, objectives and aspirations.

From there, we figure out what services you may qualify for and come back with a plan of of various options of implementation that suits your best interests.

 

Our Obligation

We are proud to be a fiduciary to you as the client and putting your needs first to make sure recommendations fit and are suitable to your overall plan.

We can help align your needs, whether that’s in stocks, bonds, a diverse portfolio, annuities, life insurance, long term care, tax or estate planning.  We are independently owned and can choose companies to work with for the benefit of our client.

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Email
Douglas@AdvancedWealthStrategies.org
Address
19520 W. Catawba Ave, Ste 313 Cornelius, NC 28031
Phone 2
Keywords
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