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        • ABOUT AWPG

          We here at Advanced Wealth Planning Group take pride in utilizing the most up-to-date and powerful financial planning/wealth management tools & technology available to help guide our clients.

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        • “Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win until you do this”

          - Dave Ramsey

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Advanced Wealth Planning Group

5401 W. Kennedy Blvd., Suite 460

Tampa, Fl 33609


T: 813.770.9864 | F: 727.674.0978 | E: aatkinson@nbcsecurities.com


Monday - Friday 9:00 AM - 5:00 PM

Saturday - Sunday Closed



Securities and Investment Advisory services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are not FDIC insured 2) not guaranteed by any bank and 3) may lose value including a possible loss of principal invested. NBC Securities does not provide legal or tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence.

CFP ® | CERTIFIED FINANCIAL PLANNER ™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA ® ) is the owner of the certification marks “CIMA ®,” and “Certified Investment Management Analyst ®.” Use of CIMA ® or Certified Investment Management Analyst ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As SmartVestor Pros, we’re proud to be RamseyTrusted.

That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how.

It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as SmartVestor Pros to receive clients.




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