Why AFS

Our clients choose Active Financial Solutions because we have the Freedom, Experience, and Character to be a real partner in your attempt to pursue the best life possible.  Our Team Approach and the Power of Association allow us to deliver a world-class experience with small town values. And we understand the stock market is not for everyone and will always take the time to Educate our clients on alternative options.

Freedom

As an independent advisor, we have the freedom to develop a plan and offer investments that best suits your needs. We serve clients at any income level, at any stage of life, and with any financial goal. We are licensed to offer virtually all financial products – including insurance, stocks, bonds, exchange-traded funds, mutual funds, annuities, alternative investments, and more. This means we can put your best interest first, rather than simply finding a “suitable” solution.

We also have the freedom to maintain our relationship no matter where life takes you – both figuratively and literally. Whether it is a new job or retirement, we can grow and change your plan to reflect your most current situation. Whether you move down the street or move across the country, we aim to be your trusted partner. Our mission is serving focused investors living anywhere, from anywhere. 

Experience

Our clients benefit from our more than 17 years of experience and the passion we have for our work. We know the history of the investment industry and work hard to stay knowledgeable about the latest investment products and trends.

We draw on both our professional experience and our life experience to ask the right questions so that we understand your unique situation and goals. Then we use that experience to put together comprehensive strategies that are personalized for you.

And while we have many years of experience, you can also rest assured we do not plan on going anywhere. We build long-term relationships with our clients and we look forward to continuing those relationships for years to come.

Character

With Active Financial Solutions you get a team of real people who are focused on serving you. This includes taking the time to earn your trust. With no proprietary products our advice will have your best interest in mind. 

We bring our pride of character to every interaction we have with you. We are available to meet with you over the phone, via videoconferencing, or feel free to schedule an appointment to meet face-to-face at a time or place convenient for you. 

Team Approach

We take a team approach to managing your wealth. We can work with your estate planning attorney, business attorney, tax professional, accountant or others to ensure that all parts of your financial picture are working together for you.

The Power of Affiliation

Our team is affiliated with LPL Financial, the nation’s largest independent broker/dealer*. Dean was named to the LPL Freedom Club in 2020 and 2021 which recognizes his outstanding business success based on annual production. 

Education

We understand the world of managing wealth can be overwhelming and take pride in educating our clients. You may be asking yourself - should I be in the stock market? Are CDs appropriate for me? What are annuities, and do they make sense for me? How much risk can I afford to take? Will my money last? Whatever your questions, we will take the time to listen and provide answers. We will use terms you can understand when discussing your financial future. After all, we want all our clients to be confident knowing they have made informed decisions.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.