About Us

We are the only company that we know of that gets our client's money upfront before we earn a dime. 40 plus years of Experience - Check us out - "Watch our Video" and "Listen to what our clients say" at www.AffiliatedAdvisors.net. We help work out complex financial situations; we direct our clients to who can help them if we can't; sometimes we are the quarterback and work with a team to resolve an issue when needed. There is always a better choice. The client just needs to know what the options are. We also help those in retirement planning to have the option of a no-tax on retirement plan distributions. And we have a great strategy for bailouts of qualified retirement plans when the client will get more benefits doing so.

How We Got Started

We were trained by EF Hutton & Co. to be a Financial Management Advisor in their
planning department for high-net-worth individuals and professionals like doctors, dentists, lawyers, & business owners. The goal was to minimize tax liability and maximize returns. From there we continued in our education and received four professional designations - As a Certified Financial Planner, and Certified Financial Fiduciary our objectives are still to help our clients minimize their tax liability and safely maximize their returns and get them the funding they need.

Products & Services
Healthy cash flow is essential for a healthy business. Affiliated Advisors will help you get the funding you need to help you grow your business an...
Business and Tax Consultants by Affiliated Advisors
If you are passionate about your business check out the comments below. While those easy to qualify for SBA Loans and PPP programs are gone, th...
Affiliated  helps the business community get free government money & more.  by Affiliated Advisors
We get the business community free money as well as loans that are closed very fast.   Consultations are free. The Affiliated Companies are Accredi...
Recommendations Given (17)
"I will tell you why this company deserves my recommendation, They are fast, fair, and..." Read more "I will tell you why this company deserves my recommendation, They are fast, fair, and professional. Bill Biggs, CFP, CLU, CSA, CIC - Affiliated Advisors"
"Yes, Jose and his team are very diligent in representing their clients in the buying and selling..." Read more "Yes, Jose and his team are very diligent in representing their clients in the buying and selling of their properties.. Bill Biggs,CFP"
Recent Activity

Bill from Affiliated Advisors Answered this on March 13, 2021
The 2nd PPP is overwhelming for many small businesses as to what counts as income that can be used in the formula. For example, if an employee receives w-2 income but receives a 1099 for commission, some banks say no to including  both for determining the employees pay for PPP.  Some banks say it... (more) The 2nd PPP is overwhelming for many small businesses as to what counts as income that can be used in the formula. For example, if an employee receives w-2 income but receives a 1099 for commission, some banks say no to including  both for determining the employees pay for PPP.  Some banks say it is fine and they are working off the same rules. This is the fault of the rule makers.  It should be clear.  The application clearly states that salary and commissions are includable.  It does not qualify how that money gets from the employer to the employee.  I have had some clients just give up as they feel that the process is designed only for the large companies that have attorneys and  accountants to better facilitate the process. That is sad as small business is the backbone of this nation.  Bureaucrats have a tendency to over complicate most programs they are involved in which increase costs which are paid by the taxpayer and affect the GNP.   

Bill from Affiliated Advisors Answered this on March 28, 2020
In Texas the State Supreme Court issued an order that no tenant can be evicted for not paying their rent until 4/17. They can be served their 3 day notice and you can e-file the lawsuit but with the backup you probable want get into court untill May.  As of this writing their is no such freeze on... (more) In Texas the State Supreme Court issued an order that no tenant can be evicted for not paying their rent until 4/17. They can be served their 3 day notice and you can e-file the lawsuit but with the backup you probable want get into court untill May.  As of this writing their is no such freeze on Mortgage Payments which could effect credit if not paid. Best bet is to contact the mortgae holder and see what they can do for you. This came from the latest report from our legal counsel who are Board Certified in Real Estate. If  anyone who reads has additonal information that they wish to share please so advise. thanks    

Our Recognition

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Highly Recommended

By 5+ Local Business Owners!