Build
When you’re on the path to building wealth, it helps to have an experienced guide who can help show you the way, explain the options when you come to a fork, and provide you with assurance and encouragement when the trail gets rocky. At AdvisorNet Financial Partners, we look forward to serving as your guide as you accumulate wealth and build your future.
To help map out your path to wealth, AdvisorNet Financial Partners focuses intently on getting to know you and understanding your goals. In a world where even your personal physician may only give you a few brief minutes for your annual checkup, we take the time to dive deeply into your current financial situation and find out what changes might be coming down the road. We ask where you’d like to end up, and when you’d like to get there. We then utilize a powerful, modern, and proactive financial planning approach to develop a range of options and help you decide on the best way forward. And just as important, we continue to meet regularly with you to understand any changes in your needs and circumstances, and we communicate with you constantly so you know how we are working to increase your wealth.
We accomplish this by offering the following...
Financial Planning
Estate Planning
Retirement Distribution
Retirement Accumulation
Business Services
Tax Planning
College Planning
Short Term Goals
Social Gifting
Investment Management
Mutual Funds
Annuities
Stocks
Bonds
Exchange Traded Funds (ETFs)
Certificates of Deposit (CDs)
Separately Managed Accounts
REITs
Risk Management
Property & Casualty Policies
Life Insurance
Long Term Care Insurance
Disability Coverage
Medicare Supplements
Medicare Advantage Plans
Health Insurance
Short Term Medical Coverage
Tax & Trust
Personal Tax Prep
Business & Foundation Tax Prep
Wills & Trusts
Bookkeeping
CFO Services
Financial Consulting
Business Formation/Consulting
Audit Services
*Some of the services mentioned are offered by our alliance partners, Family Legacy Planning LLC (FLP). Advisory services offered through AdvisorNet Financial Partners(AFP), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through AdvisorNet Financial Partners. Insurance and risk management services offered through Family Legacy Planning LLC (FLP). AFP, AWM and FLP are separate companies and not affiliated with any other entity.