Services

The financial management process at Advanced Financial & Pension Solutions begins with an in-depth evaluation of your current situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side-by-side so that you're confident in and comfortable with the suggestions we make.

Some of the services we offer:

1) Retirement Plan Consulting
2) 401(k) Investment Education Seminars
3) Investment Planning
4) Pension Administration
5) MSA & Traditional Health Insurance Plans
6) Estate Conservation
7) College Funding - 529 Plans
8) Tax Management
9) Risk Management
10) Cash Management
11) Charitable Giving
12) Long Term Care Insurance