What We Do.
Inspire. Plan. Achieve.
To be successful and achieve your goals it is imperative to know where you are and where you are going. Establishing goals, understanding your current circumstances and developing a holistic and comprehensive road map. Allows you to confidently work towards improved personal and financial wellbeing. Peace of mind comes from executing a holistic, personalized plan.
Financial Planning Services
- Budgeting and Cash Flow
- Debt Management
- Retirement Income Planning
- Insurance Review
- Education Funding
- Estate and Trust Planning
- Health and Medical Care Planning
- Wealth Accumulation
- Tax Optimization
- Accountability
- Risk Management
Evidence Based. Transparent. Goals Driven.
Our investment philosophy is that investments should be managed in a manner that aligns with the goals established in the financial plan. We also believe that investments should be selected through a process designed to minimize the conflicts of interest and maximize the benefit to the clients.
Our portfolios are primarily constructed utilizing broadly diversified, low cost investments. We develop strategies using Modern Portfolio Theory and top down fundamental analysis to proactively manage your investments.
We specialize in plans designed to improve the probability of achieving a target investment return. While balancing the need to protect assets during turbulent market conditions.
Investment Management Services
- Diversified, Low Cost Investments
- Tax Efficient Portfolios and Distribution
- Qualified and Non-Qualified Investment Accounts
- Evidence Based and Risk Managed
- Non-Proprietary and No Revenue Sharing
- No Commission or Deferred Sales Charges
- Transparent Fee Schedule
- Fiduciary Advice
- Assets Held at Third Party
- Custodian
- Quarterly Statements
- Online Account Access
Empower. Educate. Value.
Maximizing benefits for the owners and key employees while also attracting and retaining the talent needed for growth. This is the goal of a well constructed business retirement and benefits plan. Allow us to provide the fiduciary expertise necessary to design, implement and maintain a benefits package that meets and exceeds your needs.
Financial Wellness Benefits Everyone
Our financial wellness services include ongoing financial education via on site seminars and personalized, one on one financial advising. We believe that improved financial wellness benefits everyone.
Retirement Plans
- SEP
- SIMPLE
- 401K
- Traditional
- Roth
- Safe Harbor
- Profit Sharing
- Defined Benefit
Financial Wellness
- Experienced Financial Advisor
- One on One Participant Enrollments
- Group Financial Education via Lunch and Learns, Webinars and Live Seminars
- Personalized Investment Portfolios
- Custom Retirement Income Plans
- Debt Management and Education Savings Guidance
Avada has been providing accountancy services and advice to us for over 7 years.
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Bruce Miller
Founder – Hemisferio