Welcome to Avondale Wealth Advisors
Welcome to Avondale Wealth Advisors
Avondale Wealth Advisors (AWA), LLC was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That is why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.
Our Independence Is Your Advantage
Individuals and families seeking to grow and preserve their wealth are increasingly turning to independent firms. As independent advisors, Avondale Wealth Advisors, LLC has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest that result from proprietary product sales for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We are committed to acting in your best interest at all times.
We believe relationships that lead to financial success are built on a foundation of mutual trust, transparency and accountability. Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we will do everything we can to help keep your plan on track toward pursuing your goals.
Through our financial planning process, we discover your needs and goals, analyze your present situation, create a custom plan and make adjustments to your plan as needed. We help ensure that your financial needs are being addressed so that you can concentrate on doing the things you enjoy most.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The item most homeowners forget on their home improvement project checklist is insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The federal government requires deceased individuals to file a final income tax return.
Understanding the value of a home warranty.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Women must be ready to spend, on average, more years in retirement than men.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all your options when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.