Advanced Wealth Strategies, Inc.

05/30/2026

We’re officially on Insta!! Follow us here ⬇️🎉

19 Followers, 15 Following, 2 Posts - See Instagram photos and videos from Advanced Wealth Strategies (.wealth.strategies)

05/29/2026

We had a wonderful time hosting our most recent client event at Bamboo in downtown Ann Arbor!

The evening was all about inspiration, connection, and dreaming a little bigger about what’s next—and travel expert, Meghann Bjarnesen, from Besté Travel Design delivered just that.

She guided our clients through a unique “bucket list” experience, helping them begin to envision and plan a future trip to Italy. From charming countryside escapes to iconic coastal views, Meghann brought the possibilities to life and made the idea of a dream Italian getaway feel both exciting and attainable.

It was a great opportunity for our clients to relax with Italian food and vino, connect with one another, and start thinking ahead to meaningful experiences beyond the day-to-day. Events like these remind us how important it is to not only plan for the future financially, but to also plan for the life you want to live.

Thank you to everyone who joined us, and a special thank you to Meghann for helping turn travel dreams into real plans✈️🍝

05/27/2026

AWS Smart Money Minute: A Financial Checkup for Healthcare Professionals

One thing we always highlight for healthcare professionals is the importance of protecting your income. Your ability to work—and the paycheck that comes from it—is often your biggest financial asset. Yet many healthcare workers discover too late that employer disability coverage may not fully replace their income if something unexpected happens.

It takes only a few minutes to review the details:
• How much of your income would actually be replaced?
• For how long?
• Does the policy cover your own occupation, or only “any” occupation?

Getting clarity on this can make a huge difference for your long‑term financial security, especially in a physically demanding field.

If you’d like help reviewing your coverage or exploring ways to strengthen your safety net, we’re more than happy to support you.

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and selflessness protect the freedoms we enjoy every day. We carry their legacy with gratitude and remembrance—always.

We'd love to see how you celebrate Memorial Day with your loved ones in the comments section below ❤️🤍💙

05/22/2026

🎉 Happy 1‑Year Work Anniversary, Nadine! 🎉

Today marks one year since Nadine joined the team, and what a year it has been! Over the past 12 months, she has brought enthusiasm, dedication, and a strong commitment to excellence in everything she does. Her contributions have made a difference, and we’re grateful for the energy and perspective she adds each day.

Thank you, Nadine, for a fantastic first year and for being such a valued part of the team. Here’s to celebrating this milestone and to many more great years ahead 🌟👏

05/21/2026

Join Us for a Zoom Webinar: Skin Health & Confidence in Modern Aesthetic Care!

We are thrilled to welcome Christina Smith, Owner of Face Foundrie, to share her expertise in modern aesthetic care. Learn the latest trends, gain practical insights, and get your questions answered live!

📅 Date & Time: June 16, 2026 from 12:30-1:00 p.m.
🔗 Register Here: https://www.advanced-wealth.com/events/professional-exchange-skin-health-confidence-modern-aesthetic-care-with

❓ Submit Your Questions in Advance: https://forms.office.com/r/7ywBf66L1F?origin=lprLink

05/20/2026

We’re always looking for ways to add value for our clients especially when it comes to protecting their financial lives.

We’ve recently partnered with Aura Identity Theft Protection to provide our clients with savings between 58%–63% on identity theft protection and digital security services.

✔️ No compensation to us
✔️ Savings passed directly to clients
✔️ Another tool to help protect what you’ve built

Learn more by visiting our website under Resources → Useful Links, or reach out to our team with questions.

05/16/2026

Educators give so much of themselves to their students, schools, and communities, often while navigating complex benefits and long term planning decisions. We recently recorded a client story that highlights the experience of working with educators and helping them feel more confident about their financial future.

You can watch the video now!

This story reflects the educators we serve best—those who value stability, thoughtful guidance, and a plan that aligns with both their professional path and personal life. From understanding benefits to planning for retirement, these clients appreciate clarity and a trusted partner.

If you know an educator who might find this helpful or reassuring, please feel free to pass it along. Seeing someone with a similar path can make financial planning feel more approachable.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

05/15/2026

🎉 Happy 3‑Year Work Anniversary, Marissa! 🎉

Today we’re celebrating three amazing years of Marissa being an integral part of our team. Over the past three years, she has consistently brought dedication, creativity, and a positive spirit to everything she does. Her hard work and commitment don’t go unnoticed, and the impact she’s made is felt across the team.

Thank you, Marissa, for all that you do and for the energy and excellence you bring every day. Here’s to celebrating this milestone and to many more successes ahead—we’re so lucky to have you! 💐👏