Broker Check
Financial Planners in Appleton, WI

Financial Planners in Appleton, WI

The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.

When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy.

Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.

Services
How Can We Help You?

Our financial planners offer a wide variety of services, all geared to help you with your financial goals.

Fee-Based Planning

Fee-Based Planning

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Asset Management

Asset Management

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Insurance Planning

Insurance Planning

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Retirement Cash Flow Management

Retirement Cash Flow Management

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Tax Planning & Preparation

Tax Planning & Preparation

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Life Planning

In addition to the customizable financial services listed above, we focus on where you are in your life journey. Our process and financial planning center around and are guided by your current life stage and individual goals.

The Foundational Years

You’re focused on building a life and a future. Managing your spending and cashflow, paying off debt, saving, buying a house, vehicles, getting married, starting a family are all examples of priorities during the foundational years.

The Building Years

This is what you do after you’ve set a firm foundation--you build, grow, strengthen. When you get off course, we develop a plan to get you back on track. We help you find the balance between living for today and planning for the future.

The Solidifying Years

Retirement is getting closer now. What was once more like an illusion in the far-off future, is taking shape. You think, “Can I really do it? When is the right time? What will I do about health insurance?”

The Retirement Years

You are retired. You are re-shaping how you spend your time, energy, and perhaps re-learning where your value comes from and adjusting in all kinds of ways to this new life. Ensuring a secure and comfortable retirement is paramount during this time.

The Further Years

Down the line into retirement, conversations take priority surrounding how and what you want to leave behind-- estate planning, Roth conversions, charitable giving, and other tax advantageous solutions to maximize your impact and your legacy.

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Testimonials via Google Reviews can be provided by existing clients and non-clients. No compensation from Avaii Wealth Management, LLC was provided for testimonials made by existing clients.


For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

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