Advanced Strategies, Inc. is Retirement, Income and Estate Planning Firm, overseeing and coordinating finances in Huron, Ohio and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.
Advanced Strategies, Inc. is a registered investment advisor firm in the state of Ohio. Investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers; the other is given by Investment Advisors. Unfortunately, the financial services industry does a poor job on educating investors on the difference of these types of advice.
In fact, many investors aren't even aware a difference exists.
In a survey taken by TD Ameritrade:
- 54% of investors believed both stockbrokers and independent RIAs have a responsibility to act in their best interests.*
- 74% of investors did not understand the different obligations required of investments advisors and stockbrokers. Unlike stockbrokers, investment advisors have an obligation to act in an investor's best interests in all aspects of the financial relationship.*
- 79% said they would rather work with an investment advisor if they knew advisors provided greater investor protection than stockbrokers.*
We feel that information is power in today's difficult financial world. We strive to focus on our clients' education over their transactions. As a fee based advisory firm, we charge our clients a fee to ensure that our interests are always aligned with our clients. Commission products may be used from time to time depending on the situation but not without prior consent from our client.
We offer all of our prospective clients a 1 hour, complimentary, no obligation RISK ASSESMENT where we provide 3rd party analysis of their current investments, personalized income projections, and ideas for immediate implementation. If we choose to continue an ongoing relationship, we address our fee structure at that time. We look forward to our initial visit and finding out how we can help you get one step closer to your retirement goals.
*2006 U.S. Investor Perception Study. Commissioned by TD AMERITRADE.