AS SEEN ON
wealth management
At Advanced Financial Strategies Inc., our financial specialists can help you see how wealth management ensures your assets are working for you. This may mean moving funds to different accounts, diversifying your investments, or donating to charities that you care about.
“Consistent, predictable, sustainable income is the outcome that matters most.”
–Bryan Baca
retirement incomE planning
Your dreams for your retirement can only be realized by planning for them. Bryan Baca and Briley Baca at Advanced Financial Strategies not only understand this basic principal, but they know how to secure the income that will be necessary to make your dreams come true. Investing is not planning—meet with the advisors who can help you do both.
Tax-Savvy Plan
Don’t you just love finding ways to increase your take-home pay? So do we! Every day we are helping our clients minimize their tax payments and carefully consider tax-mitigating strategies like ROTH IRA conversions, Charitable Remainder Trusts, Tax Free Life Insurance and more. Your retirement design is not complete without an annual effective tax rate analysis – something we provide standard with each plan.
Financial Blindspots
Meet Your Advisors
Financial Blindspots
LEARN MORE ABOUT ADVANCED FINANCIAL STRATEGIES
Contact Us
Phone
Address
110 South 13th St.
Clinton, Oklahoma 73601
