Services
How We Work
Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of concepts.
We understand that dealing with money is one of the biggest challenges individuals and small businesses owners face.
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
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
kristy.meeler@lpl.com | (904) 683-6211