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Advanced Financial Solutions
John J. Aguilera, CFP®
Branch Manager
760-639-0160
jaguilera@sagepointadvisor.com
Welcome to Advanced Financial Solutions

Our Mission

We at Advanced Financial Solutions empower our clients to not only take charge of their finances, but their future. This is done by forming long lasting relationships with our clients by providing top tier service and holding ourselves to the highest standards of integrity. Your knowledge of financial planning does not need to be extensive to be successful, you just need a motivated team of financial experts you can trust.

Our Role

Your investment portfolio is just one aspect of your comprehensive financial plan, which is just as important as the investment results. We help define your goals and strategize how to meet and exceed them. From there, the journey to financial freedom begins, and our role is to guide our clients through the process.

The Process

We begin the financial planning process by first identifying your goals, reviewing your financial data, and then tailoring a comprehensive financial plan that fits your needs and can be implemented for immediate positive results. These steps are followed up by continuous financial monitoring to help ensure your plan stays on a direct path to success.

To better understand your financial goals, we start by discussing your needs for the future. We look closely at your budget and cash flow management to initiate putting together a financial plan. The financial plan is the blue print to you achieving your goals.

Our planning services are the commencement of a long-term relationship with our client.

Contact us to plan your financial future today.

 


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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Insurance offered through Advanced Financial Solutions which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, ID, LA, MA, MN, MT, NE, NM, NV, NY, OH, OR, PA, SC, TX, VA, AND WA.  No offers may be made or accepted from any resident outside the specific states referenced.



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, ID, IL, LA, MN, MT, NV, NM, NY, OH, OR, PA, SC, TN, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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