Financial Avenues offers financial planning and investment services. They start with a complimentary interview to determine the scope of services. If you hire them, they'll create a financial plan to analyze your needs, goals, and risk tolerance. They can provide advice on cash flow, retirement, education funding, taxes, and estate planning. After the plan, you can hire them for ongoing planning or investment management. They also offer financial education workshops.
Fee Structure
Financial Avenues charges a fixed fee for investment management services. This fee is based on their hourly rate and an estimate of the time required throughout the year, considering factors like the complexity of your financial situation, the value of your portfolio, and the number of accounts. The fee payment is required on a fixed schedule.