Advanced Wealth Plan Information

Gone are the days when a high-net-worth individual could sit back and relax, knowing that his or her assets were protected and prospering. The last decade has proven the need for a coordinated, well-diversified and balanced approach. The client benefits most when a strategy is in place enabling a team of accountants, financial planners and legal advisors to work together. As the industry has evolved, we have seen a need for overall synchronization that can provide high-net-worth individuals with the complete integration of financial services through a single objective access point with one common theme: creating, protecting and preserving wealth. We believe that collaboration among all professional is not only key for families but it is a necessity when it comes to putting together and implementing an effective estate plan. At Advanced Wealth Plan, our primary expertise involves insurance programs. We have established relationships with more than 100 insurance companies, but we are completely independent agents. We act on your behalf, as your representative, and can typically save you as much as 50% of your insurance costs. Andrea Hunsinger founded Advanced Wealth Plan in 2007 with a vision of collaboration among experts from around the country to offer unmatched expertise for high net worth individuals and families. Over the past 15 years she has assisted who assisted corporate executives, professionals, Doctors, Hollywood actors, and real estate Investors in the implementation of their estate plans. With a reputation built on outstanding client service, ethics, and professionalism, Andrea Hunsinger has the experience and insight necessary to ensure results. Understanding her clients needs is her top priority. Andrea utilizes her background to provide her clients with the ability to make sound financial decisions focused on their specific goals. Her passion for her work and desire to build lasting relationships has consistently resulted in success. Her work in the financial industry culminated with her being ...