Secure Your Financial Freedom, Security and Peace of Mind
Wherever you want to be today or tomorrow, the goal of our financial planning services is to help you grow, preserve and use your wealth to confidently get there.
What If You Don’t Achieve Your Financial Goals?
If you’re uncertain about your financial future, you’re probably feeling anxious and worried. That makes every decision about your finances or retirement harder than it needs to be. All of which can lead to missed opportunities to live your ideal life. You could find yourself facing difficult financial circumstances:
I won’t be able to stop working
My retirement savings will run out
I can’t support my loved ones
Build a Plan to Turn Your Financial Goals from IF to WHEN
From saving for college to retirement, our financial planning services can help you pursue what matters most to you. Your dedicated adviser will help you create a plan around your entire financial life to eliminate any confusion and make informed decisions about your future. As life changes, we'll help you adjust your plan so you can keep moving forward with confidence.
Free ConsultationYour own dedicated adviser
Partner with one dedicated Advance Capital Management adviser to build your plan and help guide you toward your ideal financial future.
Personalized, ongoing planning
You can count on us to be there for you, regularly monitoring your finances and investments to help you stay on track toward your retirement goals.
One transparent fee
You have access to the benefits of both financial planning and investment management services for one competitive advisory fee.
Optimize Every Aspect of Your Financial Life
Retirement, insurance, taxes, estate plans – the further along your financial journey, the more complex it often gets. Your adviser is committed to exploring every opportunity and overcoming every challenge. Together, we will create a comprehensive financial plan that can help you spend more time living the life you want most.
Get Started with a Financial Adviser in 3 Easy Steps
How we build your ideal financial life together
Get a free financial consultation
Tell us what you dream about and what keeps you up at night – your needs, biggest goals, loved ones, greatest fears – we’re here to listen!
Put your financial plan into action
Based on your information, we will deliver a comprehensive financial plan for your goals and then work with you to put it into action.
Pursue your ideal financial life
Spend time doing what you love with the people you love. And if your life changes, we’ll help you adjust your plan so you can keep moving forward with confidence.
Partnering with an Advance Capital Management Financial Adviser
You’ve got questions, we’ve got answers. Keep in mind: It costs you nothing to sit down and have an initial conversation.
How do I know that you have my best interests in mind?
Trust is the most important part of partnering with a financial adviser. As a Registered Investment Advisor (RIA), Advance Capital Management is a fiduciary. That means we are obligated by law to act and make recommendations that are always in your best interests.
What is your fee?
Our fee is based on a percentage of your investable assets that we manage. That means we don’t charge you for our financial planning services until we start managing your investments. This percentage changes based on how much wealth is being managed by your adviser. You can get a better understanding of our fee structure and what fee would apply to your account by talking to an adviser.
Will you work with my other financial professionals?
Your advisor will collaborate with any other professionals and trusted resources that you work with – including your tax adviser, estate planning attorney, insurance broker, and other experts – to help ensure all of your financial needs are met.
What information do I need to provide to get started?
You only need to provide some basic financial information to schedule a conversation. For your first meeting, your adviser will help you gather more detailed financial information to develop a personalized financial plan that’s designed to put you on a path toward your retirement goals.
Explore Our Learning Center
Not ready to meet with an adviser yet? Explore our learning center for answers to your financial questions and the knowledge you need to make smart, informed financial decisions.
Start Building Your Ideal Financial Life
Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.