Welcome to Advance Financial Services

Tax efficient wealth management using stock, bonds and other investment products are the hallmark of our practice of advisory services for our clients.  

 

We strive to employ the most appropriate investments products in the industry for our clients’ portfolios to offer state-of-the-art solutions for life's many objectives, whatever the need may be. 

 

Complex or simple...it doesn't matter. We'll work with you to produce a design that's right for you.

 

Our goal is to help deliver your dream through solid asset management and equally sound investment strategies. We bring 40 years of investment advisory experience from a variety of relationships with individuals and small businesses.

 

Our client relationships are our high honor and a sacred trust.

 

Let us set an appointment with you to meet and discuss how we might help you grow your assets. Who's managing your assets?

 

Clients may access your accounts on-line through the link on this page titled "View My Accounts". You'll be taken to a secure website for sign-in and viewing. 

 

No User-ID? "Contact Us”

 

Thank you for visiting our website. 


Latest Video Client Alert
Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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 William ("Bill") J. Nahay and Steven V. Pipkin
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Separately Managed Accounts, Retirement Accounts & Charitable Gifting
www.AdvanceFinancialServices.net

*Securities and Advisory services offered through a Representative of Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Adviser, PO Box 64284, St. Paul MN 55164, 1-800-800-2638. << Advance Financial Services is a duly registered trade mark and assumed name for William J. Nahay, 13284 Pond Springs Rd., Suite 201, Austin, Texas 78729-7178, (512) 258-0088. Advance Financial Services is not affiliated with Woodbury Financial Services, Inc., or Hartford Financial Services Group.

This communication is strictly intended for individuals residing in the state(s) of AZ, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.