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  3. Preserve

Preserve

It may seem strange to think of wealth preservation as a path, but it really is.  The financial world is constantly changing, just as a winding trail through the forest is always presenting you with something new.  At AdvisorNet Financial Partners, our job is to keep abreast of how the investment climate is developing, and to adjust our investment management approach in response to those developments in an effort to take advantage of opportunities and reduce risk.

Our approach to wealth preservation starts with making sure we understand what level of risk you are comfortable with, and making sure that your assets are invested commensurately.  However, no matter how aggressive or conservative you want your investments to be, our approach to wealth preservation revolves around constant, detailed analysis of the evolving financial environment, proactive management, and broad diversification – all the traditional foundation stones of prudent financial management.

 

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.

 

What We Do

  • Build
  • Preserve
  • Transfer

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 623-875-5204
Toll Free: 1-888-912-7738

Email: info.phoenix@advisornet.com

23131 N. Lake Pleasant Parkway, Peoria, AZ 85383

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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 (AFP).

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