Developing Your Financial Plan


No one can see exactly how the future will unfold or what might happen 10 years from now, yet planning is essential. Avalon offers financial planning services to help prepare you for the future, whatever it may hold.  Our process includes:

  • Learn about you, where you have been, where you are, and where you want to go to provide recommendations that meet your family’s needs.
  • Coordinate with your advisory team (CPA, estate planning attorney, business attorney, etc.).
  • Introduce you to other advisors when appropriate.

We provide financial planning services in the following areas:

Investment Planning

As you make investment decisions, you want an advisor you can trust. At Avalon, we provide you with investment recommendations guided by our core investment principles as well as industry research.  We consider a full range of global equity, fixed-income, and other investments we can use to build a comprehensive investment portfolio for you and your family.

Retirement Planning

While retirement may be a new chapter for you, we have worked with many clients through this transition.  We will guide you through the retirement process, providing peace of mind that you have a long-term strategy to meet your retirement goals. With this information we will create a personalized plan detailing various aspects of your financial situation.

Business Succession Planning

Planning can be an important part of the continuing success of any small business.  The professional advisors at Avalon will learn about your business, your key people, and your goals. We will work with you and your team to plan for the future and develop a customized succession plan for your business.

Estate Planning

Your influence and your legacy continues beyond your lifetime.  Avalon helps you create a plan for your assets to support your family as well as your  favorite charitable organizations.  Our team of professionals will work with you to protect what’s important to you, even after you’re gone.

Financial Planning After a Divorce or Death

Some life changes are more impactful than others. Avalon helps you navigate any major family transitions such as divorce, death of a loved one, or remarriage. We will work with you to develop and execute a financial plan for successfully handling these life changes. By taking time to understand your unique situation we will create a plan to raise your awareness and give you peace of mind.

Insurance and Risk Management

Risk management plays an essential role in protecting your assets and your family’s financial future. After a comprehensive risk review, Avalon helps clients evaluate potential risks.

Education Planning

College costs have continued to escalate and can be a significant expense for a family. For many, college education is an important priority for their children and/or grandchildren. We learn about your goals for their education and help you plan to minimize the impact tuition can have on your future cash flow.