Episode Notes

In our first episode, Jonathan Neher and Diane Watson join Jon Gay to explain the value of working with a financial advisor.

Studies done by Vanguard and Dalbar—show working with a Financial Advisor could add around 3% in net returns. We explain why.

Planning— At Avenues to Wealth, we create a "roadmap" or a financial plan, whether it's simple or complex.

Portfolio Construction and management— We help create asset allocations that make sense for you- much more tailored plans than generic age-based funds employers often offer.

Regular Check-Ins -  life changes. Things happen.  We check in with our clients regularly to ensure all of their plans are up to date.

We aim to be trusted mentors and offer advice - we assist with:

• Estate Planning
• Investing for Age
• College Planning and Student Loan Debt Management
• Life Insurance and Long-Term-Care Insurance need
• Refinance Mortgage
• Spending/Income Withdrawal Needs and Strategies

Finally, we zoom out to cover three major areas that everyone should know about.

• Setting up an emergency fund—How much
• Managing debt
• Should you get out of the market or stay invested.

Reach Out to Avenues to Wealth:

Website: https://www.a2wfinancial.com/

Email: [email protected]

Call: (970) 372-0541