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
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
What kind of auto insurance should you have? Do you know?
It's important to understand the pros and cons when considering a prepaid debit card.
Here’s a guide to explain all the parts of Medicare.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?