At Avalon Wealth, we strive to provide strategic services that you can count on to help guide you through the entire retirement process — before, during, and after.
We take a holistic approach when analyzing your investments. Our goal is to answer the question, “How well does each investment and portfolio option complement your retirement goals?” Utilizing smart tools, including Morningstar technology, we’ll identify your risk tolerance and compare it to the risk of your current portfolio to find any disparity.
When planning for retirement income, we believe it is important to create and implement an income optimization strategy to ensure income can last your entire life. Each client’s income needs are unique and require a customized solution that considers social security, investment income decisions, pension election decisions, tax avoidance strategies, and legacy planning.
As an independent fee-based advisor, we utilize money managers that follow an academic approach to investing. Each money management strategy is designed around the stage of life you are in, creating an appropriately balanced portfolio. We understand that in addition to smart portfolio management there should be smart portfolio monitoring, so you can always be in touch with your portfolio’s progress.
We believe each family should have the proper estate planning documents in place to increase “peace of mind” during their retirement years. A properly built estate plan helps your loved ones avoid potential complications created by an unforeseen death or unexpected incapacity.