AWM Helps You Navigate the Waters of Your Retirement
As a Fee-Only, CFP® Professional , I am a fiduciary and work directly for YOU at an hourly or flat fee rate
If You Have Any Of These Questions, We Have Answers:
When can I retire?
Am I saving enough for retirement?
How do I invest to make my money last?
When should I take Social Security?
How do I save on taxes?
What insurances do I need?
How will I pay if I need long term care?
AWM bills on an hourly or flat fee. AWM does not receive commissions or fees on any product or service recommended. This is important to you because our advice and consultation is solely based on reaching your goals, not on outside influences or commissions. There are never incentives to sway us in directions that are anything less than for your best interest. You receive unbiased information backed by academic research and experience.
At AWM, we aim to understand each and every client on a personal level. We learn your goals and analyze your resources before we begin developing your: Retirement Life Plan