Achieving Your Financial Goals, Together
Avalon Wealth is a wealth management firm that works for you. We offer a comprehensive range of services to help you reach your short-term and long-term financial goals. Here’s how we can help you establish a sound financial future.
Our Services
At Avalon Wealth, we’re proud to offer a wide range of financial planning and wealth management solutions:
Retirement Planning
The retirement process is an exciting one, but it can also be an emotional transition. We can help you develop a long-term plan to ensure a stable, comfortable retirement.
Cash Flow Planning
For individuals and businesses alike, purposeful cash flow management is the foundation of your financial picture. At Avalon Wealth, we can help you develop a comprehensive picture of your finances to identify all incoming and outgoing cash. With an accurate assessment of your cash flow, we can help you determine how much of your income can be invested, saved, gifted, or enjoyed in another way.
Investment Planning
We believe every investor needs a comprehensive, diversified investment portfolio. Avalon Wealth can give you the recommendations you need to start a portfolio or build on an existing one. Our recommendations are guided by industry research and our core investment principles, and our advice is always in your best interest. We also focus on the execution of our agreed upon plan.
Estate Planning
Your legacy can influence your loved ones long after you’re gone. Our goal is to ensure you have an appropriate plan in place that will meet all of your desired intentions for creating your legacy.
Tax Planning
If you have a complex financial situation, planning ahead for tax season is essential. In conjunction with your CPA, Avalon Wealth advisors can help you reduce the impact of taxes on your personal finances. Depending on your current finances, contributing to retirement accounts, harvesting investment losses, and other strategies may significantly reduce your tax liability. We work alongside your CPA to build these strategies.
Business Strategy, Transition, and Exit Planning
If you own a business, you want to ensure its success even after you’ve moved on. So whether you’re planning on selling or keeping your business within the family, there are plenty of considerations to keep in mind to coordinate a smooth transition.
At Avalon Wealth, we take the time to get to know you and your business to help you determine an appropriate succession plan to meet your goals.
Risk Management & Insurance
Growing your wealth is an integral part of wealth planning, but so is protecting it. Our advisors will carefully review your current situation and work with your insurance professionals to help you identify appropriate risk management strategies to help mitigate potential risks.
Education Planning
Many families prioritize college, trade school, or other post-secondary education. With tuition costs constantly on the rise, college education can have a significant impact on family finances. Avalon Wealth helps families plan for educational costs and minimize the effect of tuition expenses on their current and future cash flow.
Death and Divorce Financial Planning
Navigating death and divorce is emotionally difficult, and it can pose a considerable financial challenge as well. However, if you find yourself facing a major family transition, Avalon Wealth can help. We can create a personalized financial plan to help you successfully navigate these changes and achieve peace of mind.
Charitable & Family Giving
There are many strategies to consider when making gifts to your family or to your preferred charitable organizations. Each of these can have a significant impact on your cash flow, future assets, and tax liabilities. Avalon Wealth can help you plan your giving in the most efficient way.
Debt Management
Deciding how and when to pay down debt is challenging. The advisors at Avalon Wealth can help create a paydown plan that meets your goals in the most cost-effective way.
The Avalon Wealth Process for Prospective Clients
Every person has a unique financial situation, and we’re proud to offer individualized solutions to help you reach your personal goals. In addition, our process for prospective clients gives you a chance to get to know our team, and it gives our team a chance to develop a custom-tailored plan.
The Avalon Wealth process begins with one or two complimentary meetings. These meetings give you the opportunity to interview our team and decide whether you think Avalon Wealth may be a good fit.
If you think our firm meets your needs, we will then request important documents like tax returns and paystubs. Through these documents, our team will gain an understanding of your financial situation and determine the best ways to add value.
Once we have reviewed your documents and come up with a strategy, we will present you with a detailed proposal. A proposal tailors our services to your needs and gives you a clear picture of how we can help you reach your goals. It also includes a fee quote. Once you have considered the proposal, you can decide whether you’d like to move forward with us.
The Avalon Wealth Process for Prospective Clients
Every person has a unique financial situation, and we’re proud to offer individualized solutions to help you reach your personal goals. In addition, our process for prospective clients gives you a chance to get to know our team.
The Avalon Wealth process begins with one or two complimentary meetings. These meetings give you the opportunity to interview our team and decide whether you think Avalon Wealth may be a good fit.
If you think our firm might meet your needs, we will then request important documents. Through these documents, our team will gain an understanding of your financial situation and determine the best ways to add value.
Once we have reviewed your documents and come up with a strategy, we will present you with a detailed proposal. A proposal tailors our services to your needs and gives you a clear picture of how we can help you reach your goals. It also includes a fee quote. Once you have considered the proposal, you can decide whether you’d like to move forward with us.
Make Your Wealth Work for You
Not all wealth management solutions are created equal. At Avalon Wealth, our mission is to offer you more value than any competitor. We’re committed to developing unique wealth planning solutions to fit your needs, and our advisors always work in your best interest. If you’d like to see what we can achieve together, please reach out to request a complimentary meeting.
