Welcome to Advance Financial Group, which was founded in 1987 and is located in Winston Salem, N.C. We offer comprehensive financial planning and investment advisory services on a fee basis for individuals, families and businesses.
Our primary objective is to help you clarify your unique goals and dreams and set priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement.
We are passionate about getting to know you and what matters most to you. We want to be there with you and your family for the journey as life evolves to provide continuity and stability.
We value long-term relationships and pride ourselves on the tradition of serving families from generation to generation. Our personal service and attention to detail has served our clients well.
- Wealth Management
We specialize in helping successful clients select individual portfolio managers with compatible objectives, attitude and risk tolerance levels.
- Retirement Planning
Creating a comprehensive plan for your specific needs which includes evaluating your progress toward your desired retirement lifestyle.
- Income Distribution Planning
Creating a plan for a dependable and sustainable income which is integrated with social security and possible income from pensions.