AWA'S PRODUCTS & SERVICES
We provide assistance in the following areas:
Private Wealth Consulting
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
Small to Mid-Sized Business Consulting
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
Investments
- 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
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance