Alternative Financial Strategies is an estate and financial planning firm providing solutions, navigating roadblocks and answering questions regarding retirement, estate planning and more. We believe in putting people first through our unique, one-on-one educational approach.
Driven by professionalism and integrity, our team is here to help you assess your financial goals and implement solutions. Together, we can build your future.
Whether you plan on spending your retirement relaxing on the beach or caring for your Grandchildren - we have you covered. After working for many years, it's important to have a strategy to help you balance the need for growth and the risk of market fluctuations through social security maximization and creating income for a lifetime.
When planning for the distribution of your assets, living trusts will provide you the legal protection you need when it comes to avoiding probate and give you and your family the privacy you desire. Make sure you and your family stay in control of your financial and healthcare decisions with the proper planning today.
Social security optimization involves strategizing to maximize benefits by understanding claiming options, retirement age, and spousal benefits. By considering factors like longevity, income needs, and taxation, individuals aim to enhance their financial security in retirement.
We know your family is important to you, and we know how important it is to have coverage should an unexpected death occur. Finding a strategy to give you peace of mind is the first step when it comes to financially protecting your family. Opportunities encompassing generational planning, tax free retirement income, living benefits, debt elimination, and college planning could be appropriate for you.
Annuities are the backbone of protected investment that provide you with income in retirement. Our team can help you decide where your money goes and how it should be invested to protect against market losses while maximizing upside potential. Fixed index annuities are not only a smart safe money solution but can also address health care costs and create a pension like income that will last a lifetime.
Continuing to live an active life is as important as your financial safety. With our long-term independence strategies, we can help you to address the high costs of care and health maintenance.
Every veteran is entitled to assistance for themselves and their dependents. We know that understanding those benefits can get complicated. As advisors, we can help you understand the benefits, to which you are entitled to, for serving our country.
Protecting your assets, including real estate, is essential to ensuring adequate long-term protection for you and your family. With our support, we can help you obtain the appropriate legal documentation so that your estate provisions are representative of your wishes.
At Alternative Financial Strategies, we help you realize that the things you've always dreamed of doing may actually be within reach. You can afford more than you think—and we're here to show you how. Our goal is to put you in a position where money is no longer a constant concern. We'll teach you how to make it last, so you can breathe easy and truly enjoy life.
Now’s the time to finally act on the things you’ve always wanted to do—or buy. Whether it’s a once-in-a-lifetime trip or something you've kept on the back burner, we’re here to help make it possible. Your job is to dream it—ours is to help you get there. In the end, you'll discover you can do far more than you ever thought possible.
In the end, it’s about peace of mind. No more financial stress. No more second-guessing your bank balance before saying yes to brunch with friends. And best of all—you can make sure the Queen in your life never has to worry about those things either, even if, God forbid, you're no longer here.
We teach you how to achieve financial freedom, eliminate stress, and live a happier life. With a bulletproof, well-defined financial plan, you'll gain the clarity and confidence to do the things you've always wanted. We all have bucket list items—now's the time to go do them.
We’ll help you design your trust, certificate of trust, powers of attorney, and a bulletproof financial plan. Most importantly, you’ll gain a relationship with someone who genuinely cares about their clients.
At Alternative Financial Strategies our team helps build your goals into a reality.
Founder and Managing Director
Anthony Torres is the Managing Director of Alternative Financial Strategies. His Financial Advisory clientele appreciate his solution-oriented attitude and innate ability to put clients first - educating others to help discover what they need when it comes to retirement, social security, estate planning, and beyond.
With over 30 years of experience in consumer finance and mortgage banking, he is dedicated to helping and preserving wealth for generations to come.
Senior Associate
Our founder's right hand is his lovely wife Josie. Josie has been by Anthony's side from the inception of Alternative Financial Strategies helping with client relations and customer service.
Josie can be seen regularly at education events making sure everyone gets their questions answered and needs addressed.
At Alternative Financial Strategies we value our in person connections — Stay Updated on Upcoming Conferences and Events
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