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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Lifestyle considerations in creating your retirement portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Don’t overlook the need for renter’s insurance if you rent your home.
An increasing number have been developed to help individuals with their personal finances.
Understanding how a stock works is key to understanding your investments.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.