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Times You May Need a Financial Advisor

At AWA Investment Advisors, we understand that people’s goals and needs change as they experience new circumstances or decisions in life. Wherever you are in life, we can help you navigate the many milestones as you expand your family, change careers, manage a business, and retire.

Here are some of the times in life when you may need to work with a financial advisor and how we can help:


When both spouses can agree on common financial goals, things get easier. We can help partners set realistic goals and create a path to pursue them.

Having Children

Without a clear and thorough strategy, the financial responsibilities of parenthood can be intimidating. How will you fund their education? Will you need to move to a larger home? Can you leave them a legacy? We can help you address the number of decisions that arise when you have or adopt a child.

An Aging Parent

The cost of elder care is rising, whether care is delivered at home or in a facility. Through the creation of a strategy, we can help you balance the immediate needs of an aging parent with your future retirement needs.

Buying a Home

Purchasing your forever home is a big decision. With the real estate market in a constant state of fluctuation, when will it make sense for you to buy? How much house can you afford? We can help you create a savings plan designed to put you in the home that’s right for you.

Unforeseen Circumstances

While you can’t predict what the future holds, you can expect for an unforeseen circumstance to occur at some point. These financial surprises may affect your long-term goals. We can help you develop a strategy.

Career Change

You’ve settled into your new job, but what should you do with your old 401(k) or IRA? We can help you determine which distribution method is an appropriate option and, if applicable, how you might invest the funds.

Running a Business

Whether you’re starting a new business, taking over a family business, or have been managing a company for decades, you may not have the time to oversee the myriad of financial issues. Whether you're concerned with implementing a retirement plan or creating a succession strategy, we can help provide strategies to address your financial objectives.


Will your savings last a lifetime? Can you leave a legacy to your family? We can help you plan your spending and adjust your investments for the next chapter of your life.