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Our mission at Advanced Planning Strategies is to help build and preserve your financial future through a collaboration of comprehensive financial planning by addressing risk and tax management, estate planning and charitable gifting, and, perhaps, college planning and long-term care planning. We aspire to provide clients with premier investment advice and services, using independent, objective research and nonproprietary products.

We implement a process to better understand clients’ challenges, needs, goals, and dreams, using an extensive consultative approach to construct integrated, personalized solutions. We aspire to provide a higher level of service and a deeper level of commitment, working with a limited number of successful families in an effort to have a substantial positive impact.

We bring a mix of expertise to solving our client's unique problems or needs. Our team comprises a range of individual skills in business, client, investment, tax, financial planning, legal, estate, banking and operational expertise. We're dedicated to challenging traditional thinking, putting clients first, and exhausting every possibility when advising clients.

Our team of specialists brings a variety of backgrounds, experience, skill sets, and perspectives, collaborating in an effort to secure our clients’ financial future, allowing them to enjoy the more important and fulfilling interests in their lives.

Understanding that no one can be an expert in everything, we utilize an advisory team of experts and maintain an expert network to further strengthen our combined efforts in operating as our clients’ chief financial officer.

Our Team has specialists in all phases of the financial planning process

  • Wealth Management and Asset Protection Strategies

  • Estate Planning and Conservation

  • Retirement Planning

  • Income Protection and Risk Management

  • Business Owner Planning

  • Employee Benefit Services

  • Comprehensive Financial Planning

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