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Home > Financial Services > Stock Brokers > Advance Capital Services
Advance Capital Services
Advance Capital Services, Inc is a member of National Association of Security Dealer. NASD is a self regulatory organization of the securities of the security industry responsibility for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of seven exams.
The company is comprised of four their companies founded in 1986 by three former telephone industry financial executives with a common goal. That goal was to bring high quality, cost effective investment management services to large and small investors alike. Advance Capital Management, Inc. is the investment advisor and provides management services to the Advance Capital I, Inc. group of mutual funds. The company is the broker dealer and Advance Capital Group, Inc. the transfer agent.
Together, they help individuals make smart financial choices. Protecting and growing client assets requires substantial expertise in the areas of employee benefits, taxes and investments. The company builds detailed financial plans, make sound investment recommendations, monitor investment performance and advice and manage portfolio changes over time.
The key to all decision making is education. They offer financial seminars at various locations throughout the year, included are Retirement Planning, Building your Retirement Savings, Funding a College Education, Tax Planning and Preparation, Investing for Retirement and Estate Planning.
Sound Financial Planning, together they will draw up a financial action plan suited to your specific situation. It will be one with which you can be comfortable and cover in detail the how, when and in what form you should take your pension, savings plan and retirement assets. It will also address the proper tax treatment to elect and the investments necessary to provide the income and inflation protection you need.
The company constantly reviews the investment marketplace, looking for top name mutual funds that combine exceptional performance, excellent administrative service and a reasonable cost structure. While preparing for retirement involves many financial decisions, your financial challenges will not end there. There remains a seemingly endless stream of issues you will face.
The company pledge to provide financial planning services for you in a manner, and at a cost, that you would do for yourself if you had the knowledge, experience and desire to do so on your own.
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