Broker Check

Our Services

Retirement Planning 

  • Investment analysis
  • Budgeting
  • Collecting Social Security
  • Collecting pensions
  • Medicare and supplemental health
    coverage review
  • Tax-efficient savings

Business Planning

  • Start-up planning
  • Exit planning
  • Succession Planning
  • Employer-sponsored retirement plan design assistance and management


  • Capital gain/loss harvesting
  • Review deduction opportunities
  • Identify income-shifting techniques
  • Tax-aware investment strategies
  • Qualified charitable deductions

Investment planning

  • Investment vehicles
  • Active portfolio management
    401(k), 403(b), and all other employer plan management
  • Cash alternative strategies
  • Risk evaluation
  • Diversification

Protection planning

  • Life insurance
  • Disability insurance
  • Long-Term Care insurance
  • Identity monitoring
  • Medicare planning


  • Attorney coordination
  • Ownership and beneficiary review

education Planning

  • College cost analysis
  • Funding strategies
  • Investment vehicles
  • Strategies involving gift and income tax
  • Education on financial aid

Major purchase 

  • Saving for a down payment
  • Building cash reserves
  • Mortgage and other liability guidance
  • Asset protection tips

Inheritance Review

  • Estate coordination planning
  • Strategies for transferring assets
  • Beneficiary review


  • Financial support analysis
  • Asset protection strategies
  • Legacy planning

major health changes

  • Reviewing adequate protection
  • Social Security Review
  • Disability review
  • Asset protection strategies


  • Salary benchmarks and offer reviews
  • Analysis on employee benefits with recommendations
    401(k) distribution planning
  • Stock option review
    401(k) startup

Open enrollment 

  • Review benefit options
  • Beneficiary designations
  • Tax-saving strategies

marriage Guidance

  • Transition education
  • Guidance on merging finances
  • Name change
  • Beneficiary changes
  • Updating your financial plan

divorce Guidance

  • Budget assistance
  • Transferring assets from one spouse to another
  • Reviewing options for separating assets
  • QDRO coordination
  • Beneficiary changes
  • Name change
  • Updating your financial plan

growing your family

  • Tax strategies
  • Benefit review
  • Education planning
    Expense review

Debt management

  • Debt payoff options
  • Debt payoff schedules
  • Loan payoff strategies


  • Budgeting
  • Cash alternative strategies
  • Emergency savings account funding
  • Understanding financial statements

credit assistance

  • Credit education
  • Credit report review and recommendations
  • Building credit
  • Repairing credit

Referral Network

  • Mortgage brokers
  • Realtors
  • Tax advisors
  • Attorneys (estate planning,business, family law)
  • Insurance agents
  • Major purchases – auto, home, recreation

 *You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide services. These entities and their services are not affliated with LPL Financial and Advanced Wealth Strategies.

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