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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.

Broadway Avenue

Broadway Avenue is designed for those clients in need of additional financial advice through a continued relationship
$600 Setup/$75 Monthly
(Educators, Medical Professionals & First Responders: $500 Setup/$60 monthly)
Services include:
  • 401k Employer Plan Analysis
  • Risk Assessment
  • Investment/Tax Strategy
  • Model Asset Allocation Portfolios
  • Annual Monitoring of Risk Profile
  • Access to Online Financial Tools Including Virtual Vault
  • Annual Review

Madison Avenue

Madison Avenue is designed for those clients who desire comprehensive financial planning

$1,200 Setup/$100 Monthly

(Educators, Medical Professionals & First Responders: $1,000 Setup/$80 monthly)

Services include Broadway Avenue Level, plus:

  • 401(k), 403(b), 457 Optimizer
  • Basic Financial Plan
  • Income Needs Analysis
  • Debt Reduction Strategies
  • Risk Assessment Analysis
  • Retirement Account Evaluation
  • Employee Benefits Review
  • Pension Plan Consulting
  • Portfolio Review and Evaluation
  • Education Planning
  • Quarterly Phone Call
  • Unlimited Emails

Park Avenue

Park Avenue offers clients our highest level of attention in the financial planning process, asset management and specialized planning

$2,400 Setup/$125 Monthly

(Educators, Medical Professionals & First Responders: $2,000 Setup/$100 monthly)

Services include Broadway Avenue and Madison Avenue Levels, plus:

  • Comprehensive Financial Plan
  • Personalized Financial Roadmap
  • Debt Optimization Strategies
  • Budgeting Analysis
  • Subscription Plans Analysis
  • Beneficiary and Survivor Needs Review
  • Estate and Living Trust Review
  • Charitable Giving Strategies
  • Business Succession Planning
  • Social Security and Medicare Planning
  • Medicare Supplement, Medicare Advantage and Prescription Drug Plan Comparisons
  • Biannual Review
  • Access to Networking Events

À la carte Services

For those just beginning to invest for retirement or prefer à la carte rather than taking advantage of one of the more comprehensive service levels

$250 Onboarding Fee

  • Roth or Traditional IRAs
  • Mutual Fund Accounts
  • Retirement Account Rollovers (401(k), 403(b), 457, etc.)
  • Life Insurance
  • Fixed and Variable Annuities
  • Long Term Care
  • Quarterly Market Updates

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