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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Welcome to Advanced Financial Concepts, a full-service financial services organization focusing on retirement planning , income distribution and estate conservation strategies.

 

Advanced Financial Concepts can:


  • Help you clarify and define your goals

  • Recommend strategies which fit your individual needs 

  • Explain how changing financial conditions affect you

  • Help make sure your financial goals and objectives stay on track  

  • Help make investment planning easier
  • Coordinate objectives with your CPA and Attorney

 

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports we hope will raise questions and peak your interest. 
 

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at rich.casolari@ceterawealth.com or reach my on my cell (312) 504-0757.  I look forward to speaking with you.