Updates

❤ DAY 2 ❤ of 5 Financial Resolutions to Making this year your BEST year yet ‼‼

How Organized are you ❓❓

We belive that being organized not only helps you feel better, but it helps you navigate better!!

2️⃣- GET ORGANIZED ☑️

#goals #finance #financialfreedom #wealth #health #planning #consist...

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❤️ Day 1 of our 5 Financial Resolutions to Making this year your Best Year Yet ❤️

Do you and your family have a Charity or Cause that is near and dear to your heart ❓

Do you know that you can include a Charitable Legacy in your plan❓

1️⃣ - BE MORE CHARITABLE 🌈

#goals #financialfreedom #wealt...

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🇺🇸 Are you as excited as we are to celebrate a "Normal" Independence day ❓

I think we can all agree that we missed a lot of "Normal" in 2020‼

We will be celebrating with Friends, Family, and of course FIREWORKS 🎆🤩

Wishing everyone a Happy & Safe 4th of July AND a H U G E SALUTE to all of...

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Are you on track for your 2021 Financial & Personal Goals❓❓

How often do you review your Goals ❓❓

This is a great time to reassess your goals and Make them count‼️

Over the Next 5 days we are going to be sharing 5 Financial Resolutions to Make this year (2021) Your BEST year yet 🤩

#Goals #Fi...

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Are you developing a Retirment Plan, Nearing Retirement, or Recently Retired❓❓

We really enjoy teaching how much retirement planning has changed over the past 30 years.🥰

Take a look at our May 2021 Changing World of Retirement Planning Course. In this class we cover 8 important segments and te...

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💰Your future tax dollars at work today🚨


Senate passes $250 BILLION U.S. Innovation and Competition Act. Though this will stimulate job growth and in theory, future tax revenues, it is important to note that the continued government spending (regardless of party beliefs) only adds to the total...

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❓ What would you say the 4 functions of management are ❓

⚠️ Planning
⚠️ Organizing
⚠️ Leading
⚠️ Controlling

These are the four functions of management. Efficient management effects the bottom line of any business‼ Your household financial picture is no different than a business‼ It is importa...

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How often do you discuss your personal finances with members of your family❓❓

Weekly❓ Monthly❓ Yearly❓ OR Never❓

🚨 We think it's very important to help our clients and educate them when it comes to generational wealth planning!!

Don't hesitate to give us a call at 704-765-3653. We are...

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Do you fear running out of money in Retirement❓

With the national debt load breaking $28 Trillion and Social Security & Medicare liabilities breaking $53 Trillion taxes will have to go up❗️😬

Does your strategy utilize a ROTH account❓

ROTH accounts do not have required minimum distributions wh...

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Testimonials

2 months ago
This is an outstanding team of professionals with client's best interests at heart. Highly recommend a conversation.
- Team M
8 months ago
Renee is wonderful. Highly recommend!
- Chloe S
4 years ago
Douglas at Advanced Wealth Strategies has been amazing to work with! He helped me and my wife with our planning needs. When he could have sold us a product that would have put much more money in his pocket, he didn't. Instead, he did what was best for me and my family. Douglas is as sharp as they come and master at wealth planning and tax savings. If you don't talk to him, you are throwing away your money!
- Chris C
Bringing Transparency and Education to Comprehensive Financial Planning

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  • (866) 752-6297

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19520 W. Catawba Ave, Ste 313
Cornelius, NC 28031
United States

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Mon:9:00 AM – 5:30 PM
Tue:9:00 AM – 5:30 PM
Wed:9:00 AM – 5:30 PM
Thu:9:00 AM – 5:30 PM
Fri:9:00 AM – 5:30 PM
Sat:Closed
Sun:Closed
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