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Insurance, Annuities
Investments
Market Tracker
Real Estate
Asset Protection
Seminars
Other Services
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Colorado Springs
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Mission Statement: To provide affordable
financial products, services and solutions to help
our clients to achieve their personal and business goals, so that they will be
happy to refer their friends.
Download our Free Financial
Planning Worksheet.
ACT Financial Services, LLC dba Advisor Financial Services is an independent fee-based
Colorado Springs financial advisor, financial planner and Registered
Investment Advisor (RIA) firm providing financial planning, financial
consulting,
budgeting, credit and bankruptcy education, investment
advice, investment management and asset protection consulting. We have
knowledge and experience across a wide spectrum of financial topics including traditional
investments in stocks, bonds, mutual funds, ETFs and annuities, as well as alternative
investments in residential and commercial real estate, manufactured homes,
foreclosures, land, trust deeds, tax deeds, tax lien certificates, gold, oil and gas, agriculture,
and natural
resources. We work to help you
grow, protect, and insure your wealth.
Jerry Lucas is a Colorado mobile Notary Public, Certified Trusted Notary,
an Investment Advisor Representative (IAR) and an
independent insurance agent/broker for Colorado health insurance, life
insurance, annuities, critical illness insurance and discount dental,
vision, prescription and medical
programs.
As a fee-based Colorado financial advisor, we charge an affordable consulting fee or management fee
for our advisory services. Unlike stock brokers or commission-based
"advisors", who sell investment products for sales commissions, we do not work for an
investment brokerage firm. We work as your independent personal financial advisor and professional consultant,
like your doctor, lawyer or accountant.
We can help to save you time and money, provide financial education, reduce financial stress and avoid costly
mistakes. Our website provides information on many financial topics. The best way to see if we can help you is to give us a call
or send email with your questions. We are primarily a Colorado financial
planner and financial advisor but we serve clients in all states where we are registered or exempt
from registration.
We have installed software that allows us to conduct web conferencing, virtual
meetings, webinars and business online. This saves time, gas, vehicle use
and risk of accidents. We can set meetings during the day, evening or
weekends, at your convenience.
For Colorado Notary Public services, please see our website at ABC
Legal Docs, LLC.
Thanks for visiting our website.
Please call or send email for a Free Consultation.
Jerry Lucas, Financial Advisor, CEO
Advisor Financial Services (LLC), Colorado Springs
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investment management,
advice and alerts, including Scottrade IRA, 401k, 403b, ETFs
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minimum account size:
$50,000
investment management, $25,000 trust deed investment account
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consulting
available for smaller sized accounts
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keep
your investment account and IRA at your local Scottrade branch, over 400
locations nationwide
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401k
advisor, 401k Wizard™
investment advice and e-mail alerts for 401k, 403b plan participants
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powerful, proprietary
Market
Tracker Wizard™ computer model, using technical analysis
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oil, gas,
oil shale, ethanol, bio-fuels, uranium, gold and natural resource investments and advice
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financial
planning, retirement planning, college
planning, business planning
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mortgage
and loan advice, including real estate LLC loans, non-recourse loans
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real
estate IRAs, IRA LLC, raw land, trust deeds, notes, tax liens, tax deeds, alternative investments
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sell
your real estate note, mortgage, trust deed, land contract, business note or
other cash flow note
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life
insurance, health insurance, health savings accounts (HSAs)
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annuities
(fixed and Equity Index Annuities), variable annuity management, annuity
advisor
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estate
planning, trust planning, tax planning and education
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corporation,
limited liability company (LLC), limited partnership planning and education
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asset protection
planning and education
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real
estate consulting and property management seminars
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financial
consulting, budgeting and credit counseling, bankruptcy
education
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establishing,
restoring and building business credit, separately from your personal credit
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We
are listed with Dun and Bradstreet (D&B) business credit bureau
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FREE
CONSULTATION
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Serving
clients in Colorado and nationwide since 1997
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25
years of investing experience
Benefits for You: We add value and can save your valuable time and money and costly mistakes
with our broad financial knowledge and experience, problem-solving skills, our analysis of investment trends, professional risk management
strategies and our computer models.
Active Investment Management Strategy: Stop using outdated "buy-and-hold" (buy
and hope) strategies that cause big losses in a declining market. If you have lost your valuable time and money using a passive buy-and-hold
strategy,
learn how to
use an active investing strategy, used by professionals.
An active, trend-following investment
strategy uses computer models and dynamic asset allocation. It is designed to buy investments when prices are low and starting to rise, holding on to investments
that are performing well, and selling investments that are peaking out, losing strength and starting to decline too far. (Buy Low, Sell High, then repeat!) During periods of down or sideways markets,
active investing seeks the best performing investments or moves into cash to wait for a better market. Loss prevention and minimization is very important to long term investment success.
Active investing based on computer models and portfolio money management rules,
does not use emotions and hot tips! Our proprietary Market Tracker Wizard™
computer model identifies overall market health and the strongest and weakest investments.
Free Investment Review: We can review your current investments and design a Flexible
Portfolio, matched to your goals and risk tolerance, with the potential for investment growth plus stop-loss protection in both
rising and falling markets. We use proprietary computer models, screening filters, professional software, in-depth analysis and our
many years of training and experience in technical analysis, all needed for investment success.
Our advanced Flexible Portfolio strategy allows the use of diversification with stocks, bonds, mutual funds, ETFs, gold, oil and gas,
natural resources, real estate, trust deeds and
other alternative investments in your portfolio, designed to meet your goals in today's complex, changing markets. Our methods have taken many years to learn and develop and are not
available at other firms. Beware of most so-called "advisors" who are actually sales representatives and brokers working for sales commissions and sales
quotas for brokerage firms. They use no stop-loss protection on your money! They get paid a sales commission up front. Sadly, they often lock you into their highest commission investments with high exit fees or
surrender charges. Stop paying sales commissions! Stop using a sales person to manage your investments! There is a much better way...
Hire a Fee-Based Financial Advisor: Wise investors know that you can avoid using commission-based brokers and their common sales traps and
high commissions by hiring us as your fee-based personal financial advisor and portfolio manager for a low management fee,
based on the size of your portfolio. Our income only increases if your portfolio grows. So, we are motivated to make your wealth grow and
to protect it from declines, not by sales commissions. Our engineering background gives us the strong analytical and computer skills
that are essential in today's complex, fast-moving investing environment.
 Financial
Planning and Consulting: In addition to helping you with your investments, we can serve as your Colorado
Springs financial planner to advise you on many financial matters and prepare a financial plan to help you reach your financial goals and move toward financial
independence, while managing risk wisely. We can often find ways to save you money that will offset our fee, so that you can improve your
financial situation, save your valuable time, avoid costly financial mistakes, solve problems, increase your knowledge and lower your risks and stress with no
additional out-of-pocket expense. Financial planning, consulting and counseling on budgeting,
use of credit and bankruptcy education are available on an hourly or project fee basis.
To
start your financial plan, take your current financial snapshot by filling out
our free Financial
Planning Worksheet. Then call us for a Free Consultation.
Our Clients: We welcome new clients. Our experience enables us to be especially valuable in
assisting engineers and other technical or analytical professionals, physicians and other health care professionals, executives, stock and
option traders, real estate investors, real estate professionals and business owners, including web-based and eBay businesses. We accept
clients in Colorado and in all states where we are registered or where we are exempt from registration. (Insurance products are currently offered only to
Colorado residents.)
CLICK HERE FOR A  FREE
CONSULTATION: If you need help with your investments, IRA, 401(k), 403(b),
ETFs, real estate, mortgage, trust
deeds, loans, business, LLC, asset protection, estate planning,
life insurance, health insurance, HSA, or you need a second opinion or a financial planner, we invite you to call us. Thank you for visiting our website!
or Call Us for a FREE
INITIAL CONSULTATION.
Jerry Lucas, Financial Advisor, CEO
Advisor Financial Services (LLC) Registered Investment Advisor
3355 N Academy Blvd Ste 244 Colorado Springs, CO 80917
Phone:
Website: AdvisorFinancialServices.com
No
Soliciting
Our legal disclosure information and website Terms of Use are posted at the top
of this web page.
Our
Form ADV Part 2
Disclosure Brochure is available there. Thank you.
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ADVISOR
FINANCIAL SERVICES