Our Processes

The five step financial planning process that I use to build and implement a personalized roadmap and help you prioritize your personal CFO checklist to stay on track to a successful retirement.

The complimentary no-cost, no-obligation evaluation process that I use to provide you with answers to three important questions:

• • What will it take to retire when you want to and maintain the lifestyle you want in retirement?

  • How to get your retirement portfolio to last throughout your retired life?

  • Are you overpaying taxes?

After going through this no-cost, no-obligation process, you can decide whether you want to work with AV Wealth Advisors.

The eight principles upon which my investment philosophy is built on. Following these principles with discipline over the long term can lead to successful financial outcomes.

These principles are relatively straight forward, however, they are not always easy to implement for a variety of reasons. As your advisor, I am committed to working with you to make it as easy as possible to stick to these principles - and reap the rewards of disciplined long term investing.