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
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
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
Asset management is a crucial part of ensuring your financial future. However, many investors make mistakes that cause them to miss out on the opportunity for investment success. This is why having an asset manager to guide you through investment planning is wise. An asset manager with the right exp…Read More
If you have financial planning goals, such as paying off your debt or saving for retirement, it may feel daunting to think about how you will achieve those goals. Fortunately, you don’t have to start working 80 hours a week to have more money to allocate where you want it. However, you will have t…Read More
Deciding whether or not you need a financial advisor is a big decision; however, deciding to go with a skilled advisor from Advanced Wealth Advisors is beneficial in many ways. If you’re looking to hire a skilled financial advisor, here are some traits you should look for. Skilled Listener Not eve…Read More
