CONNECT

Address:

415 N Main St Ste 206
Cedar City, UT 84721

Phone:

(435) 263-0550

Fax/Other:

(435) 263-0560

Our Services

At Advanced Financial Planning, LLC. we are not just your broker, we offer a continuous approach in helping you identify, plan for, and reach your goals of today and tomorrow. Some of our services include:

  • Investment Advisors--We provide fee-based wealth management services through Geneos Wealth Management, Inc. Registered Investment Advisor, for individuals, retirement plans and companies. Customized portfolios and services are available.
  • Retirement Planning--Before you retire, call or come in for an initial consultation. We will help you understand your options, plan rollovers, and answer the big question, "What is the best way to retire?"
  • Financial Planning--The best way to develop a sound investment strategy is to have a financial plan. Our team will prepare a comprehensive plan that will meet your goals.
  • Estate Planning-- If you don't plan, the court system could distribute your estate for you. Taxes could greatly reduce the amount your heirs actually receive. We will help you potentially reduce taxes and insure your estate is distributed according to your wishes.
  • Alternative Investments-- We incorporate non-traditional investments in many of our clients' portfolios. These include investments in oil and gas programs, direct ownership of real estate, non-traded REITs and equipment leasing.*
  • Full Service Brokerage Services--Advanced Financial Planning offers complete financial services through Geneos Wealth Management, Inc. Investors may purchase stocks, bonds, treasuries, mutual funds, foreign securities, options, and cash management accounts.
  • Insurance--As independent insurance agents we find the best insurance to meet your needs for the most affordable price. We offer life insurance, health insurance, disability insurance and supplemental insurance plans.

*Not suitable for all investors, minimum net worth and income restrictions are imposed.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck