8404 Six Forks Road
Advanced Financial Concepts
Customized Financial Planning - Raleigh, NC
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
Advanced Financial Concepts was established in 1997 with the objective to offer clients customized personal financial planning services. Since the growth of the internet, the public has been swamped with information about financial planning and investing. Many times there is too much information and we get overwhelmed, confused, and fail to act. Our mission is to help our clients sift through the noise and use only that information which will help them achieve their financial goals.
Part of our mission is to discuss with our clients their financial goals and concerns. How do we use the current and relevant information to achieve their desired outcome. This starts with a Comprehensive Financial Plan. This plan is your roadmap to take you from today to your desired destination. As your primary financial advisors, we are the real-time GPS, helping you navigate the detours and bumps in the road along the way to your final destination of financial independence.