Planning for your future is an ongoing approach that starts with drawing a road map of where you are and where you want to be in the short and long term.   We design a financial plan taking into consideration your income, expenses, investments objectives and debt.

Now the real work begins with the various recommendations tailored specifically to meet your financial needs.  This can include asset protection, accumulation of wealth, managing your tax implication, plan for retirement and leaving a legacy. 

Financial Planning

We help clients achieve their financial goals through personal planning and advice. Our advisors listen and focus on your dreams and goals, in order to have a better understanding of what your objectives are and continuously keep track of your progress over time.

As you consider your future, particularly retirement, uncertainty is a natural state of mind.  Some of the few questions that you might wondering:

·       Do I have enough saved for retirement?

·       Will I be able to maintain the same standard of living that I currently enjoy?

·      Have I cross the T’s and dotted the I’s and feel confidante about my future?

Planning ahead no matter where you are in life is not only prudent but the smart thing to do.  Developing a relationship with an Avatars financial advisor can help bring your dreams and goals within reach.  Depending on your objectives financial planning can help meet

·       NEEDS – Everyday bills and necessities

·       WANTS – Having funds for current lifestyle, including activities such as dinners and hobbies, Etc.

·       SAVING FOR A RAINY DAY – life is unpredictable, unemployment, layoffs, the addition of a new member to a family, marriage, purchase of a home, illness, etc.  All these expenses are unexpected and having the savings to hold you over through those times is crucial.

·       Perhaps college is in your family’s future

·       ESTATE PLANNING – Making sure that the day you can no longer provide, your family and loved ones are taken care of.  This will offer you with the greatest peace of mind.

Disclosure

Neither Avatar LLC nor its representatives or affiliates provide tax or legal advice. Consult with your tax advisor or attorney regarding specific issues.

Avatar’s financial planning services are optional, offered separately and priced according to the complexity of your case.

Financial planning is generally appropriate if you have sufficient assets and income to address your financial goals and are willing to pay an investment advisory fee.