2101 North Casaloma Drive
Financial Planning for All of Life’s Stages
Our life plans focus on your current life stage and future goals;you will never receive a one-size-fits-all plan.
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.
Our financial planners offer a wide variety of services, all geared to help you with your financial goals.
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.
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.
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.
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?”
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.
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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