Soren T. Christensen is the Founder & Chief Planning Officer of Advanced Wealth Advisors, LLC in Naples and Fort Myers, FL. He serves his clients as a comprehensive financial advisor, specializing in financial planning and wealth management. Read below to learn more about his experience in t…Read More
As financial advisors who specialize in wealth management, we get a lot of questions about estate planning. Wealth management is about five common planning areas – investment, retirement, insurance, tax, and estate planning. Here are some of the most common questions we get regarding estate planni…Read More
Reviews are an important part of your asset management process. Your financial advisor should discuss how your investment management plan has performed, if it is still in line with your goals, if it is addressing any concerns you have, and make sure that you understand and feel confident about your …Read More
No one hires a financial advisor for wealth management help just for the fun of it. You hire a financial advisor to get results.. In our previous blogs, we have talked about questions to ask a potential financial advisor, and once you've found the right one for you, there are a few things you can do…Read More
Many people can benefit from hiring a qualified financial planner. They can help you create a plan for today, and tomorrow. Whether you’re in the wealth accumulation, distribution, or preservation phase of your life, speaking with a financial planner will likely help you determine a plan that’s …Read More
Many Americans can benefit from working with a financial advisor; however, some are concerned about the price. We all make investments in ourselves and our families. Hiring a financial advisor can be an investment in your financial future. Financial planning can be a complicated process, and it’s …Read More
A professional financial advisor can assist you with many issues surrounding your investment, retirement, and estate plan. Just a few meetings with a financial advisor may help you rest easier about your financial plan. It’s important to update your financial plan on a continuing basis and working…Read More
Estate planning is not something that most people (if any) look forward to, but it is an essential part of wealth management. After all, no one wants to think about their own mortality. Unfortunately, if you don’t take the time now to plan what will happen with your estate when you’re gone, you …Read More
When it comes to retirement planning, women face different planning issues as compared to men. Statistically speaking, women tend to live longer, which means that not only do their retirement savings need to last longer, they are also more subject to inflation and possible tax changes which can eat …Read More
The majority of Americans do not have a retirement plan. A recent study by the National Institute on Retirement Security reported that 45 percent of U.S. households have no retirement assets. This means that many people will not be able to retire at all. On the other side of this, however, are worki…Read More
