Advance Financial Group
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.
Feel free to browse our site. This site will not only introduce you to our services and philosophy, but it will also offer a wealth of educational materials, articles, newsletters, and calculators-all designed to keep you up to date and inspire you.
For a complimentary initial consultation or second opinion appointment, feel free to call 336-659-9638 or email us at [email protected] We look forward to hearing from you.
Advance Financial Group, there for life's journey!
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Best Apps in Travel
Technology tips to make your next trip even better.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do your insurance needs stay the same when the nest empties?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?