My Services

I provide financial services to individuals and businesses in all areas of investment planning, including:

Retirement Planning

Helping to make the most of your employer-sponsored retirement plans and IRAs. Helping you to determining how much you need to retire comfortably. Helping to manage assets before and during retirement.

Tax Management*

Helping to make sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate Planning*

Working with estate-planning and trust specialists available through banking and trust affiliates in addition to non-affiliated companies of Coastal Equities and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Risk Management**

Reviewing existing insurance policies.

Investments

Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee & Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

*Advanced Wealth Strategies does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

Bonds are still in style...

Available for qualified investors -

2 year bonds 5.5% Annual Dividend*

3 year 6.25% Annual Dividend*

Notice: Advanced Wealth Strategies is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Advanced Wealth Strategies. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. *Rates represent the current rates in a private bond offering and are for illustrative purposes only. An investment in such bonds may be considered speculative and subject to a high degree of risk, including the risk of losing your entire investment, and are considered illiquid until their started maturity. 

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

 jamie@awstrategies.net      |  860-215-2000