Our Services
Avea Financial Planning offers retirement, tax & estate planning, investment management and ongoing financial advice for people nearing and in retirement, especially employees of Pacific Northwest National Laboratory.
Our clients find tremendous value in bringing their financial life under one roof so they can focus on those things that matter most.
What's Included?
- Values and goals conversation
- Retirement planning and projections
- Pension and Social Security optimization
- Tax-efficient retirement distribution planning
- Portfolio management
- Individual tax return preparation
- Strategic tax planning & projections
- Estate planning document and beneficiary review
- Insurance & benefits review
Who is a typical Avea Financial Planning client?
With 16 years of experience in professional wealth management, I have developed expertise in helping a specific type of client.
- You or your partner is retired or within a couple of years of retiring.
- You or your partner (or both!) work at and plan to retire from PNNL.
- You want a high touch, personalized wealth management experience.
- You also want to be a “big fish” within our select client community limited to 25 households.
- You have at least $750,000 in your retirement accounts and you are looking to have an ongoing relationship with a trusted fiduciary advisor.
- You look at life like a glass that is half full and would describe yourself as an optimist.
Fee
- $500 on time fee to get started.
- $9,840 annually billed quarterly from assets.
The flat fee includes management for $500,000 to $3,000,000. Fee may be higher if there are complicating factors, like a family business, complex real estate holdings or assets above $3M.
On the fence? Click here to get started.