Investment Plan Review
INVESTMENT, RETIREMENT, AND ESTATE PLANNING STRATEGIES
Let's Review the Following:
Are you participating in the upside of the financial markets? Let's make sure you are taking advantage of opportunities to do so.
Advisor Conflict of Interest
Are you working with a fiduciary advisor or an investment salesman? Learn the difference.
What are you really paying inside your portfolio and to whom? How much does this affect your performance long term?
Tired of the financial market roller coaster? Let's assess your portfolio volatility and create a smoother ride.
Running Out of Money
Will your nest egg last? Will you be able to maintain your current standard of living? Will you live too long?
Rates are going up - is the forty year bull market in bonds dead? Will this help or hurt your portfolio?
Get an Investment Plan Review with Soren T. Christensen, CFP®, ChFC®:
Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC. He has over ten years of experience in the financial services industry and is a Certified Financial Planner™ – a designation that comes with extensive training in investment planning, retirement planning, estate planning, insurance, taxes, and employee benefits. Only 17% of all financial advisors in the industry can claim this distinction. As a result of his considerable experience and knowledge, Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Soren represents clients across the country as a comprehensive investment, retirement, and estate planning advisor. His goals are to grow and preserve the wealth that will be used throughout his clients’ retirement as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation.
Soren’s ultimate goal is to ensure that the possessions that comprise one’s life’s work—businesses, personal residences and property, and any savings or investments—are enhanced and protected during his clients’ lives and that they pass on to the next generation in their entirety.
How to schedule your Investment Plan Review
Click here to request your Investment Plan Review and one of our staff members will follow up with you shortly to schedule your appointment. Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.