Retirement might be on your radar, or maybe it’s more about FIRE (financial independence, retire early). Creating a plan so that you can have 100% confidence in your future and having a guide to help keep you on track is the recipe for success.

Save, invest and build wealth to fund your life and the things that are most important to you. We use world class institutional custodians and money managers, cutting-edge technology to manage and view your investments, and create a customized investment program specific to you.

Let’s do this! How does this work?

Schedule a free, 30-minute video conference meeting and we’ll talk about what Avea can do to help. If it seems like working together makes sense, we'll schedule another meeting and go into more detail about the planning process as well as the cost to work together.

After we have throughly discussed how the planning process evolves over time, your expectations of me and my expectations of you, then we make the decision to move forward.

We set up 3 meetings.  We talk about you, your concerns and goals, hopes and deams.  I collect alot of information so I can clearly understand where you are today. Then we create a priority action plan bringing it all together.  We work on completing items throughout the year so that you can achieve what is important to you.

Through the power of a strong, on-going relationship, I help people build wealth, achieve what's important and live life on their own terms.