Advanced Financial Concepts, Jewish Financial Services Company in Raleigh, NC!
What is your financial philosophy?
Our philosophy is that independent advisors work for the clients they serve, not any specific insurance or investment company. Our investment strategy and process starts with a review of your current holdings to ensure that your current investments are not over-weighted or under-weighted in any way. We also review these investments to ensure that they fall within our investment screening process.
What is Elevate Plan Services?
Elevate Plan Services is our innovative online solution designed to streamline financial planning with a straight-forward, time-saving process. Elevate leverages a robust, cloud-based financial planning platform, used to gather pertinent data from our clients and generate an initial plan analysis report. This platform can aggregate all of the client's online financial accounts, providing your advisor and you the client with a real-time mobile view.
We created Elevate Plan Services to serve as the centerpiece or core focus of our practice. Elevate offers an advisor-guided process that is validated by technology. The program provides us an opportunity to listen to you, the client, and understand your needs. Then, we are in a better postion to provide truly value-added services that wilI engender trust in the relationship. Why is this so important?
This financial journey is all about the CLIENT. We begin by getting a 360" view of the client's financial life through an open and honest exchange. By helping our clients develop goals and aspirations, we can create a personal roadmap for achieving those goals. For smalI business owners looking for advice and planning services, we can customize plans to address your special concerns. Your Comprehensive Financial Plan is more about the process than the written document.
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Closed Now!09:00 AM - 05:00 PM
- Monday09:00 AM - 05:00 PM
- Tuesday09:00 AM - 05:00 PM
- Wednesday09:00 AM - 05:00 PM
- Thursday09:00 AM - 05:00 PM
- Friday09:00 AM - 05:00 PM
- $$$$
- Price Range $500 - $1000
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