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Questions & Answers
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What advice would you give to a customer looking to hire a company like yours?
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Find and advisor that understand your issues.He should use multiple tools understand your goals and risk tolerance. They should take the time to explain he philosophy and strategy and how they will help you achieve your goals. They should also take the time to explain advanced strategies that make help you achieve your goals sooner and more efficiently.
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What is the most common type of project or service your company provides?
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ROTH IRA conversion strategies.
Special Retirement planning strategies for executives of publicly traded companies.
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What separates your company from the competition?
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We are completely independent. This means we have no allegiance to any insurance or investment company. And we don't have sales quotas. We pride ourselves on avoiding and conflicts of interest.
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Project Gallery
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Advanced Financial Concepts was established to focus on solutions to client's financial goals with objective and independent, investment techniques and advanced planning strategies. Wisdom and experience are needed to tailor fit the right product(s) to the client's needs. Our mission is to harness the power of world-class investment managers to create and preserve multi-generational wealth.
My strong work ethic and attention to the details of clients’ individual needs comes from those early days of learning to listen to the hotel guests, resolve their problems and address their needs. Planning to follow in the family business, I attended Florida International University, Miami and graduated with a BS in Hotel and Business Management.
I began my financial services career working with an investment company, eventually being promoted to branch manager. Our focus was helping small investors, showing them how to invest small amounts of money on a regular basis as a way to get potentially
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Updating insurnace
People are living longer so costs of life insurance continue to fall. In addition insurance companies have gotten better at pricing certain medical conditions. These two factors mean that is is ore important than ever to review life insurance policies that are more than 5-10 years old.
A review can do one of 3 things:
Increase coverage for same annual premium
Same benefit for less annual premium
In many cases more coverage for less annual premium. It does not cost anything for this free review
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New office
We have moved into a new office located at 8404 Six Forks Road, Ste 204 Raleigh NC 27615
We have a second office in Matthews NC
10590 Independence Point Parkway
Matthews, NC
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Replace older insurance policy
Recently had client with 30+ year old life insurance policy. It was in danger of lapsing, causing a huge tax liability due to the outstanding loan. We replaced the old policy with a new one. This increased his death from $50,000 to $102,000. With no annual premiums and a cash value of $30,000 earning 4%.
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Testimonials
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How We Charge For Our Services
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Financial Advisors - Asset Management
- 3.50 to 5.75 percent of investments purchased
- 0.75 to 1.50 percent of assets under management
- $200.00 hourly rate
All clients have a comprehensive plan written for them. Either they have a minimum of $100,000 in an account at 1% or we quote a flat fee based on $200 per hour.
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Financial Planning & Investment Advice
- $200.00 fee only - hourly rate
- 5.00 percent of investment purchased
- 1.00 percent of assets under management
All clients have Comprehensive Plan prepared for them . Either they open an account, minimum $100,000, at 1% annual fee or flat fee starting at $500. Investments are commission based on flat fee arrangement and insurance always on commission
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