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Avondale Wealth Advisors

904 Margaret Street

Suite 202
Jacksonville, Florida 32204

(904) 683-6211

Retirement Redefined Acres of Diamonds Investments

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.

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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