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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
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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.