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About AFSLLC
Advanced Financial Solutions is an independent financial planning firm headquartered on the Country Club
Plaza in Kansas City, Missouri.
What to expect in our first meeting....There is no charge for your initial consultation. Completion of the intake forms prior to our first meeting proves to be an effective and efficient use of your time.
Our Simple 6 Step Process
1) Thorough fact-finding process
2) Gathering and review of documents
3) Thorough analysis of current portfolio and plan
4) Written recommendations and supporting rationale
5) Implementation of all or 1st step or recommendations
6) Scheduling and maintaining 90 day review of plan
2) Gathering and review of documents
3) Thorough analysis of current portfolio and plan
4) Written recommendations and supporting rationale
5) Implementation of all or 1st step or recommendations
6) Scheduling and maintaining 90 day review of plan