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Tax Planning
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Initiate Your Financial Future. What's Your Risk Number? Tax planning is a year round concern and affects all of us each year. We will work with you and your accountant to plan each year and incorporate strategies to help minimize current year taxes, future taxes, and estate taxes upon your demise. If you don’t currently have a trusted accountant, we will recommend one or more for you to speak with to begin a relationship. 38;amp;amp;amp;amp;lt;/a>. 310 West Main Avenue.
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Investment | Advanced Wealth Strategies Group
http://www.advancedgroup.biz/resource-center/investment
Initiate Your Financial Future. What's Your Risk Number? Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Good Ship IPO. 5 Smart Investing Principles. Among stock-market i...
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Professional Network
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Initiate Your Financial Future. What's Your Risk Number? We work closely with your attorney, accountant and other professionals involved in your financial life. Each of these individuals has their particular expertise, and should be utilized in that manner. If you are not currently working with outside professionals, we will gladly recommend one of our professionals in the Austin, Round Rock and Georgetown areas. AWSG is not liable for the suggestions that the recommended professional provides each client.
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Estate | Advanced Wealth Strategies Group
http://www.advancedgroup.biz/resource-center/estate
Initiate Your Financial Future. What's Your Risk Number? Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Do You Feel Lucky? Principles of Preserving Wealth. Safeguard Your Digital Estate.
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Social Security Planning
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Initiate Your Financial Future. What's Your Risk Number? 8220;When should I begin receiving my benefit? What happens if I take my spousal benefit now and my retirement benefit later? We have taken the time to learn the details within the social security system and can help you prepare for your benefits. Please contact us to learn more and have us help you with your calculations. Please contact us for more information regarding Social Security Planning. Call (512) 218-7993 or email us here. Employees of ...
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Team | Advanced Wealth Strategies Group
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Initiate Your Financial Future. What's Your Risk Number? John E. Levee CWS. John is President of Advanced Wealth Strategies Group, founding the company in 1989. He is also the founder and owner of Advanced Capital Management, a third party investment management firm. Click to read more. Christopher LaRochelle MBA, MS PFP, CFP , CDFA TM. Chris has been an advisor since 2004, and during that time he has assisted clients through many life changing scenarios. Click to read more. Click to read more. Advanced ...
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Asset Management
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Initiate Your Financial Future. What's Your Risk Number? You should not lose sleep re-thinking the decisions you have made regarding your investment allocation. Enhancing and protecting your assets is our philosophy. Our asset management fees are based on a percentage of assets managed. We are compensated for investment management, not from commissions earned through trading within your brokerage account or selling proprietary products. As an independent financial advisor, we are not tied in to a...We ea...
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Retirement Planning
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Initiate Your Financial Future. What's Your Risk Number? Your retirement planning begins today. What does “retirement” mean? Certain questions need to be answered before retirement even begins:. How do I pay for medical expenses, or if I go into a nursing home? What benefits do I keep from my company? When should I apply for social security? Where should I take income from my assets first, and why? Etc, etc, etc. 38;amp;amp;amp;amp;lt;/a>. Advanced Wealth Strategies Group is a branch o...
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Quick Facts
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Initiate Your Financial Future. What's Your Risk Number? We take pride in saving you time and worry. We specialize in assisting business owners and professionals with the coordination and implementation of:. Annual tax saving strategies. We specialize in assisting high income earning pre-retirees with strategies that can help:. Minimize annual tax liabilities. Provide cost effective risk management. Maintain effective, active investment oversight. We specialize in assisting high net worth retirees with:.