Let’s design a plan all about you…
Advent Strategies was created to bring common-sense solutions to the individual looking to maximize financial growth while protecting against the downside of the markets. Our clients are hard-working people like you. They seek peace of mind knowing when the need arises at any time of life, their money is available to meet their needs without any surprises. We’re glad you’re here! We’d like to introduce ourselves and show you what it’s like to work with a staff that cares about your end result. We’re here for you now and moving forward as your life and needs change. Let’s get started today!
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There are only TWO legal ways to access your investment funds Tax Free…
With all of the uncertainty in the investment world these days, people are preparing their lives and homes for what many are calling The Perfect Storm. Market volatility, unsustainable national debt, government overreach, and recent forecasts of a possible recession are bringing clients to our door asking two questions.
- What is the smartest way to save money these days?
- How do you “prep” your investment against the erosion of taxes and inflation?
The most popular way to access investment funds tax-free is the Roth-IRA. No secret here. The problem is, a growing number of Americans either don’t qualify, or penalties and restrictions are preventing them from accessing these funds.
There’s a lesser-known, much better way to access your funds tax-free while providing fewer restrictions and more liquidity. This strategy has been used by wealthy investors and politicians for years. Find out how you can access these strategies by speaking with one of our advisors today.
