Do you have a financial question that you need help with? The convenience of our ‘One-Time’ service allows you to have your important question answered for a locked-in price, without having to spend money on services that you don’t need.
If you’re confident in your retirement planning, but feel that you could benefit from a more diversified portfolio, AWM will sit down with you for a personalized one-time session to guide you in your investment planning. No matter what singular piece of financial advice you seek, you’ll receive financial planning that is customized to your individual needs. Because we offer fee-only services, you will receive unbiased advice that is not influenced by commission.
AWM will be happy to help you with:
- Rent or buy decisions
- College savings
- Lump sum or annuity
- Insurance analysis
- Long-term Care planning
- How to invest your 401K or IRA
- A review of your investment portfolio
With an MBA in Finance and 20 years as a corporate CFO, there is not a financial question that AWM can’t analyze.Contact us now!