Advantage Wealth Management

9078 Merritt Ln. Ste. C, Daphne, AL 36526 ~ 888-621-4989 ~ 251-621-4901 ~ Fax 251-621-4933

 

Our Wealth Consultants, George Blais Jr, CRPC and George Blais III, CPA, CFP® guide our clients toward their financial objectives through a relationship built on trust and commitment. Our long term perspective allows us to plan for future financial events.  We have a comprehensive financial planning practice that enables us to help our clients.

 

  • Retirement Planning
    • Do you know how much savings you need to produce retirement income?
    • How long will your income last?
    • Will it be enough?
  • Investment Management
    • How are your investments performing?
    • Is your asset allocation appropriate for your goals and risk tolerance?
    • Do you know what you are invested in?
  • Cash Flow Planning
    • Is your monthly savings going to reach your goals?
    • How much retirement income must you produce do maintain your lifestyle?
  • Business Planning
    • Do you have a business plan?
    • Are achieving your business objectives?
    • Is your business growing?
  • Estate Planning
    • Is your estate structured to minimize estate taxes?
    • Does your estate have liquidity to address possible estate taxes?
  • Tax Preparation and Planning
    • Are taking advantage of all the deductions that may be available to you?
    • Are making the proper filings?
    • Are paying penalties and interest due to procastination?
  • Bookkeeping
    • Is your business keeping the books up to date?
    • Do you know where the business revenue is going?
  • Accounting Services
    • Do you need assistance in evaluating a business opportunity?
  • Insurance Needs
    • Is your family protected if the primary breadwinner were to die?
    • Do you have enough protection to replace your income for your loved ones?

 

Through our Comprehensive approach we can develop a plan to address your Personal Needs.


Our mission is to provide excellent service to guide our clients to meet their financial goals. 

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.