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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 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
  • Will vs. Trust: Is One Better Than the Other?
    When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment

 William ("Bill") J. Nahay and Steven V. Pipkin
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Separately Managed Accounts, Retirement Accounts & Charitable Gifting

*Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Fixed and traditional insurance offered through Advance Financial Services, which is not affiliated with Woodbury Financial Services, Inc. Commercial real estate brokerage is duly licensed to William J. Nahay by the Texas Real Estate Commission through The Toubin Company as licensed broker. 

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.

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