In-Person or Virtual Meetings
Comprehensive Financial Planning
Every engagement with Avea Financial Planning begins by creating a plan. We take into account our client’s complete and unique personal financial picture. Because financial planning is a process and not a product, we engage in a long-term relationship to assist you in wisely managing your finances so you can achieve your goals, while guiding you through the inevitable challenges that arise. Under the watchful eye of your trusted advisor, we coordinate all the different parts of your financial life, from college, insurance and taxes to career, retirement readiness and legacy. We aim to bring unparalleled value to both your personal and financial life.
Whether you are a seasoned investor, just getting started or somewhere in between, we are here to help. We will begin with a discussion of your goals, time horizon, and risk tolerance. From there we will build you a low-cost, globally diversified portfolio tailored to you. As your goals change, we’ll be there to help you reprioritize and rebalance.
College Funding Planning
Concerned about the high cost of college? At Avea Financial Planning, we’ll guide you on not only how to save FOR college, but how to save ON the cost as well. We will identify the resources you have available to determine your budget and help you layout a 4 year funding plan.
We work with you through the college process, from FAFSA to financial aid to funding. We help turn stress and anxiety into tears of joy.
Put simply, we will work to ensure you realize the best outcome for your student without robbing mom and dad’s retirement.
Social Security Analysis Planning
Deciding when and how to file for Social Security benefits can have a profound impact on lifetime income for you, and if married, your spouse, even after you are gone. Make an informed decision that aligns with your overall retirement income plan. Don’t file before you know for certain that you are maximizing your benefits and taking advantage of every possibility. Our analysis, along with a deep understanding of your goals and personal financial situation, allows us to guide you in making the best decision for your family.
Want to learn more about working with Avea? Go ahead, schedule a meeting.
It’s OK. It’s complimentary & there’s no obligation.