Helping Professionals
Build Secure Financial Futures

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To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck http://brokercheck.finra.org.

At Advanced Planning Financial & Estate Services, we understand.

Professionals such as physicians, dentists, attorneys, and entrepreneurs are usually so laser-focused on helping their clients improve their health, business, and personal prospects that they don’t have time to study the latest investment news relevant to their own financial futures.

Professionals such as physicians, dentists, attorneys, and entrepreneurs are usually so laser-focused on helping their clients improve their health, business, and personal prospects that they don’t have time to study the latest investment news relevant to their own financial futures.

Our Founder and President, Albert Alan Aizin, is a veteran independent investment advisor and wealth manager who was raised in a family of dentists. He’s familiar with the challenges such professionals face, and knows how to help them accumulate wealth, preserve capital, plan for retirement, and stay informed. A combination financial fitness trainer, business coach, and consultant who “eats his own cooking”, the investments he recommends are almost always found in his own family’s portfolios.

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Over the years, he’s developed particular insight and skill in the little-recognized but powerful global strategies of Value Investing & Alternative Investments, and is known for extending the same commitment to his clients’ welfare that they extend to their own clientele.

DISCIPLINE, PATIENCE, AND DILIGENCE

Aligned with Value Investing and Alternative Investment Strategies
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Helping our clients and their families keep as much of their money as possible by investing it to reduce taxable income, laying a foundation for the good likelihood of successful retirement, and meeting other money-related goals is our mission.

To accomplish it, our Founder and President Albert A. Aizin embraces the philosophy that discipline, patience, and diligence should exist on both sides of the equation, comparable to the dynamic between an expert trainer and someone determined to reach and maintain a fitness goal.

We believe that client relationships are long-term and personal, built on trust and accountability. These elements create an environment for wealth management plans thoughtfully tailored to each client’s needs, preferences, and abilities while accommodating our well-informed approaches to Value Investing and Alternative Investments emphasizing long-term results.

Our independence is an important advantage in our strategic niches of Value Investing and Alternative Investments. It allows us to scan a global universe of investment options, find off-the-radar opportunities which larger investment institutions may not be aware of, and to pick ones we believe are best for our clients and their families. The majority of investments we recommend, we own ourselves — that is how strongly we believe in them.

What is value investing?

In a nutshell, it involves finding companies, domestic and international, that produce essential products but whose stock is selling for significantly below its intrinsic value because of the market’s perception related to certain news or recent events. Value Investors are diligent in assembling a global watch-list of staple companies and monitoring it for those occasions when a company’s stock dips in price for a sizeable discount. The Value Investor purchases that stock with the plan of patiently holding on to it for however long it takes for it to return to its intrinsic value.

Value Investors exercise much discipline, resisting stocks that are trendy or experiencing a popular mania, and relying instead on stocks representing established products of quiet but steady demand.

Value Investing is a complex strategy; only about three percent of all financial advisors are Value Investors. At Advanced Financial Planning, we are proud to be among that three percent and have dedicated many years to cultivating relationships with what we believe are the best Value Managers in the world.

WHAT ARE ALTERNATIVE INVESTMENTS?

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Simply put, they are non-correlated asset classes chosen to give better balance to a portfolio and to potentially reduce volatility and improve overall returns. An Alternative Investment might be real estate, private equity, or anything else that has the potential of generating returns, but which falls outside the classification of stocks, bonds, and cash that traditionally dominate portfolios. As with Value Investing, Alternative Investments represent a wide range of investment opportunities, require patience and diligence, and are focused on long-term results.

*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

What can new clients expect?

  1. Initial Meeting – A face-to-face meeting or phone interview so we can review your situation and determine what is most important for you.
  2. Understand your Needs and Risk Tolerance – Determine if there is a solid foundation upon which to build a successful client-advisor relationship.
  3. Develop a  Strategy – We present the strategy or strategies we best believe will meet your goals. We discuss our fee structure and our responsibility to act as your fiduciary.
  4. Become a  Client – We welcome you to our family of clients and implement your strategy.
  5. Continuous Improvement – We monitor your progress and make adjustments as needed to stay on course.

What can new clients expect?

  1. Initial Meeting – A face-to-face meeting or phone interview so we can review your situation and determine what is most important for you.
  2. Understand your Needs and Risk Tolerance – Determine if there is a solid foundation upon which to build a successful client-advisor relationship.
  3. Develop a  Strategy – We present the strategy or strategies we best believe will meet your goals. We discuss our fee structure and our responsibility to act as your fiduciary.
  4. Become a  Client – We welcome you to our family of clients and implement your strategy.
  5. Continuous Improvement – We monitor your progress and make adjustments as needed to stay on course.
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