For nearly three decades, I have been dedicated to helping individuals, families, and businesses navigate the complexities of financial planning. As the President and CEO of Advancedfolio Capital Management, I specialize in tax-efficient retirement income strategies, asset protection, and risk management—all with the goal of securing your financial future.
My journey began with a deep-rooted passion for financial education, inspired by my mother, one of the first women to work on the floor of the exchange in the 1960s. Over the years, I’ve shared my expertise through radio, publications, and hundreds of educational seminars, always prioritizing transparency, trust, and personalized financial solutions.
Through this blog, I’ll share insights on market trends, strategic planning techniques, and industry innovations, ensuring you have the knowledge and confidence to make informed financial decisions. Whether you're planning for retirement, growing your portfolio, or seeking risk management strategies, I’m here to guide you every step of the way.
Let’s take control of your financial future—together.
**Disclaimer**: This digital asset is for informational purposes only and does not constitute financial advice. Investors are advised to consult with a financial advisor before making any investment decisions. Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. See full disclosures Click Here.
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