Giving Back

Plans for Our Protectors

Free Financial Plans for Those Who Serve

plans for our protectors

Advanced Wealth Advisors® offers complimentary financial plans to current and former military service members, law enforcement professionals, and first responders. You protect our country and community every day and we say thank you the best way we can: helping you get your finances in order. Schedule your free consultation with us in Fort Myers or Naples, FL.

We Can Help You:

  • Balance your budget
  • Manage student debt
  • Plan for a large purchase
  • Merge your finances with a loved one
  • Prepare to start a family
  • Plan for your children’s education
  • Protect your loved ones financially
  • Create a retirement savings plan
  • Decide when you’ll be ready to retire
  • Calculate your retirement needs
  • Determine an appropriate asset allocation
  • Reduce risks to your retirement success
  • Achieve all of your retirement goals
  • Maintain your standard of living throughout retirement
  • Protect your retirement income
  • Preserve your assets
Soren T. Christensen

Your complimentary financial plan will be created by Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA

Soren T. Christensen is the Founder and Chief Planning Officer of Advanced Wealth Advisors. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive training in investment, retirement, insurance, tax, and estate planning. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, and Financial Planning Magazine, as well as many local publications, such as: Naples Illustrated, Gulfshore Business, and the Naples Daily News.

Free Consultation

Would you like a free financial planning consultation? We’ll put together a comprehensive financial plan that will give you peace of mind. Request a consultation with one of our financial advisors today.