Click Here to check the background of this investment professional on FINRA's BrokerCheck

Call Us Today

407.331.7330

110 Crown Oak Centre Drive

Longwood, FL 32750-6166

 

Info@AvantiWealth.com
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.

What changes are you facing? What keeps you up at night? What choices do you have?

What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?

Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.

People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.

  • What does your future look like if you take no action?
  • Do you know what you own, why you own it and how you'll use it?
  • How much income will you need in retirement?  How much do you spend now?
  • When will you take Social Security?  Do you know your optimal start dates?
  • Where will you live?  Planning to downsize your home?
  • How will your investments really convert to income?
  • What lies on the road ahead? If there are detours, will you still get to your destination?
  • What are the costs and limitations of Medicare?  Have a plan for medical expenses?
  • What is possible if you have all your resources working together in one holistic plan?

Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.


It all starts with a conversation. Let’s Talk.


407.331.7330

Info@AvantiWealth.com

Helpful Content

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

View all videos arrow