AWA'S PRODUCTS & SERVICES

We provide assistance in the following areas:

We create a customized financial plan for every client to address their unique goals. Each plan follows a disciplined methodology that identifies a client's financial objectives and implements strategies designed to fulfill these objectives.

• Cash Flow Analysis
• Net Worth Analysis
• Asset Allocation
• Tax Planning
• College Planning
• Monte Carlo analysis
• Philanthropic Strategies
• Managing Incentive Stock Options
• Debt Management
• Preserving or converting low cost basis security holding
• Estate Planning

AWA partners with small to mid sized businesses to help provide customized retirement plans. We also provide a complimentary review of all employee benefits to make sure you have the appropriate package for your employees.

• 401(k) Planning
  
• 403(b) Planning
  
• Money Purchasing Plans
  
• Profit Sharing Plans
  
• Business Succession Plans

• Bonds
  
• Common Stock
  
• Socially Responsible Investments
• Educational IRA
  
• Traditional IRA
  
• Roth IRA
  
• SEP IRA
  
• Simple IRA
  
• Brokerage Accounts
  
• Treasury Bills
  
• Government Securities
  
• Treasury Notes
  
• Variable Annuity
  
• Fixed Indexed Annuity

• Disability Income Insurance
  
• Life Insurance
  
• Long-Term-Care Insurance