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Financial Strategies

What We Offer

“How should I invest my money in my 401k?” “What percentage of my income should I invest?” “Should I start a Roth?” “What is a Roth?”  “Should I invest pre-tax or after-tax?”  “What does that even mean?” Knowledge is Power!

Avenues to Wealth is here to help you understand your financial situation, the options available, and what it all means. In every package we offer, we analyze your company’s retirement plan and suggest viable options, we offer a virtual vault to keep copies of important documents and pictures that you can access from anywhere.  You can email us when you have a question, and we will get back to you.  We also meet with you at least annually to make sure you are continuing on the path toward financial freedom. We offer packages that provide ongoing financial education, investment and tax strategies, budget and subscription analysis, annual reviews and at least quarterly phone calls.

As your life is changing, and you are growing your career, getting married, starting your family, paying off student loans, and saving for retirement, we are here every step of the way.  We are the partner you need to make every aspect of your financial life work for you. We understand today’s professionals are busy and have a lot of competing demands for their time. We are here to keep you on track to reach your goals and give you the financial insights you need to make the money moves that work best for you.

Main Street

These items are offered individually

  • Roth or Traditional IRAs
  • Mutual Fund Accounts
  • Financial Plans
  • Retirement Account Rollovers (401(k), 403(b), 457, etc.
  • Life Insurance
  • Estate Planning
  • Long Term Care

Broadway Avenue

  • 401k Employer Plan Analysis
  • Risk Assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Annual Review
  • Unlimited Emails

Madison Avenue

  • 401k Employer Plan Analysis
  • Risk Assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Annual Review
  • Quarterly Phone Call
  • Unlimited Emails
  • Educational Seminars/ Webinars

Park Avenue

  • Personalized Financial Roadmap
  • 401k Employer Plan Analysis
  • Risk assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Quarterly Phone Call
  • Biannual Review
  • Unlimited Emails
  • Educational Seminars/Webinars
  • Access to Networking Events
  • Budgeting Analysis
  • Subscription Plans Analysis

Main Street

These items are offered individually

  • Roth or Traditional IRAs
  • Mutual Fund Accounts
  • Financial Plans
  • Retirement Account Rollovers (401(k), 403(b), 457, etc.
  • Life Insurance
  • Estate Planning
  • Long Term Care

Baltic Avenue

  • 401k Employer Plan Analysis
  • Risk Assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Annual Review
  • Unlimited Emails

Madison Avenue

  • 401k Employer Plan Analysis
  • Risk Assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Annual Review
  • Quarterly Phone Call
  • Unlimited Emails
  • Educational Seminars/ Webinars

Park Avenue

  • Personalized Financial Roadmap
  • Plan401k Employer Plan Analysis
  • Risk assessment
  • Investment/Tax Strategy
  • Access to Online Financial Tools including Virtual Vault
  • Quarterly Phone Call
  • Biannual Review
  • Unlimited Emails
  • Educational Seminars/Webinars
  • Access to Networking Events
  • Budgeting Analysis
  • Subscription Plans Analysis

We Would Love to Hear From You!

 

“It takes as much energy to wish as it does to plan.”

Eleanor Roosevelt

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Avenues to Wealth