Financial Planning
Do you enjoy researching your own financial or investment ideas?
Do you like detail and have time that you want to spend reviewing your finances?
Are you seeking a professional consultation or second opinion for actions that you have taken or decisions that you are considering?
Whether you enjoy managing your own finances, or want to delegate the day-to-day tasks to a professional, we can work with you in your decision-making processes to achieve your goals. We are trained in the neuropsychology of change and can help you navigate important life transitions such as an inheritance, personal reinvention, career change, change in marital status, birth of a child, new home purchase, retirement and other events that present you with difficult financial decisions.
We counsel and advise our clients on many aspects of their finances, and are most often asked to provide advice in the following areas:
- Investments – such as retirement accounts, inherited assets and employee stock options
- Pre- and post-retirement planning – to help determine whether retirement plans are on track or what actions may need to be taken
- Tax planning – understanding the tax implications of various courses of actions and seeking to maximize after-tax values. This can include family gifting and charitable giving to accomplish family legacy goals and reduce potential estate taxes.
Plans are the basis for changes to come. Financial planning is an ongoing process that is best revisited and updated as significant life, economic or tax law changes occur. Life and societal changes can be very dynamic, and change may dictate reassessment and modifications in your financial plans and actions.
Though we do not require a long-term contract, our clients find the value of our services is enhanced in long-term relationships with ongoing advice and counsel. You are not required to schedule regular meetings, but you’ll benefit from ongoing, periodic communication to review and update your future goals, plan for future events and assess your progress.
We can coordinate and collaborate with your other professional advisors, and upon your request we can refer you to other specialized professionals to provide you with a comprehensive view of your finances. (Avenue Advisors, LLC does not prepare income tax returns.)
