Financial Guidance For Generations to Come
At AWA Investment Advisors, our mission is simple: to empower you to make well-informed financial decisions and feel confident in your financial future. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, a personalized financial roadmap, and education tailored to your needs.
With our office in Port Charlotte, Florida, we work with clients both locally and across the country. We enjoy working closely with our clients, building long-lasting relationships and guiding them along their financial path. Contact us today to take the first step.Who We AreMeet Our TeamContact Us
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are four very good reasons to start investing. Do you know what they are?
One way to find money is to examine your current spending habits and eliminate money wasters.
Read this overview to learn how financial advisors are compensated.
Couples may be able to head off many of the problems in a marriage that money can cause.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.