How does this decision impact the rest of my life?
What are my other options?
Am I wasting my time searching for the answer on my own?
Who can I turn to for unbiased advice?
At Avant-Garde Wealth, we know you are the kind of people who want to make great financial decisions. In order to do that, you need a strong understanding of personal finances. The problem is you do not which makes you feel insecure. We believe you deserve to make confident financial decisions. We understand that is easier said than done. That is why we provide personalized advice when you need it.
Amber and Robin are engaged to be married and want to determine how to best manage their personal finances as a couple. Should they combine any, part, or all their money? The advice they received from family and friends created an overwhelming amount of emotions and options. Amber and Robin began the conversation numerous times but were unable to come to an agreement. After all, money conversations can be very challenging.
A team of financial planners can facilitate conversations about aligning values and financial decisions to live authentic lives. Amber and Robin can create spending and savings plans that will allow them to live their individual and shared visions of wealth as a married couple.
Sam and Diane are planning and preparing for retirement. They considered increasing their life insurance coverage. They met with an insurance agent to determine if and how much additional insurance they needed. Sam and Diane were surprised by the seemingly excessive amount of insurance the agent recommended. They also did not understand why they would need to use their investment accounts to purchase the policies. Something did not feel right about the agent’s recommendations and so they wanted a second opinion.
With the guidance of a team of fiduciary financial planners, Sam and Diane can determine how much life insurance coverage they need to confidently transition into retirement. They will learn about the types of policies available to them and determine which one is best for them. There are many options that will allow them to increase their life insurance coverage without using their investment accounts. Sam and Diane will have the guidance they need from professionals working in their best interests.
These are not clients of Avant-Garde Wealth. The examples are intended for illustrative purposes only.
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