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!
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Four vacation destinations you might never have thought of.
Military families face unique challenges, making personal finance even more critical.
Tips to avoid checking in luggage on your next vacation.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.