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Financial Planning

We have developed and refined a proprietary process called The Swing FORMula.™ This process integrates wealth management with risk and debt management, tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our proven process will help guide you to financial independence.


We could list all of the potential pieces of your financial puzzle, essentially all the things we do, but we’d like to give you a different perspective... At Advanced Financial Solutions (AFS), we can provide more than 30 different things over the life of a relationship with any one client. They can be as fundamental and important as, planning for Social Security’s “When & How” and the proper management of debt and tax issues or as significant and monumental as selling a business, what to do when a spouse passes or making sure that a legacy transition happens as planned and desired. Even the simple, but often overlooked, things like an anniversary card.

There are so many pieces to each puzzle, and many of those pieces are not relevant to you at any one moment in your life. However, over 25 plus years we’ve come to realize that without fail, your life will unfold and your needs will evolve. Those pieces will eventually become relevant. And at AFS, we’ll be ready. It’s not important to know what all those pieces are right now. What is important is the faith you put in us at AFS. Our experience equips us to know when and where each of your pieces should go, and how to keep them in place.

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