Our Services

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.

Goal Setting

Spending and Saving

Credit and Cash Flow

Accumulation & Retirement Planning 

Education & Late-Stage College Funding Planning

Investments, including Real Estate

Asset Protection & Preservation

Extended Family Planning

Basic Estate Planning

Tax Management

Career and Income Maximization

Philanthropy

Small Business Planning

Financial Behaviors and Biases 

Health and Your Finances

Document Organization


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.

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 (or both!) work at and plan to retire from PNNL.
  • You or your partner is within a couple of years of retiring.
  • 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.

Fees

  • $500 to get started.
  • 1.2% of assets up to a cap of $12,000 for 2022.
  • Typical fee range is $7,500 - $11,000 annually