Want to know what financial freedom feels like?
College costs have you down, and feeling lost?
Feel stuck and not sure how to break free?
Why Choose Avenues to Wealth?
We are not like the old school financial advisors.
Why us? Because we offer important services that others don’t. We offer services that help you control your financial situation now and in the future.
We offer ongoing education so that our clients understand their financial situation. Our educational webinars can be viewed live or recorded so you can watch them on your own time. Besides webinars, we also have seminars, podcasts and blogs that cover a wide range of topics. Some of those topics are:
- Roths and Traditional 401ks and IRAs
- Equity vs Bond Market
- Life Insurance
- Mutual Funds
- And many more financial topics
We will also look at your student loan debt and will create a financial plan with optimum strategies to help you get the lowest payment possible or pay the loans off as quickly as you can. We will let you know what your estimated payment will be both now and, in the future, based on your unique situation. We will call the Student Loan Servicers with you to make sure they answer your questions. We analyze your current employer retirement plan annually to help make sure you are optimizing your investment. We also help you analyze your subscription plans and create a budget, which we review annually with you. We have a virtual place that stores copies of all your important documents so you can access them from anywhere.
We Would Love to Hear From You!
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