Avant Financial Advisors

Avant Financial Advisors is a fee-only financial planning firm driven by the mission to empower individuals to achieve financial clarity and pursue their dreams. We believe money should be a tool, not a burden, and we strive to simplify the complexities of financial planning and guide you towards achievable goals.

Our team of experienced professionals will work alongside you to understand your unique aspirations and concerns. We value open communication, transparency, and a collaborative approach to financial planning.

What We Do

We offer comprehensive wealth management services tailored to each client's individual circumstances and aspirations. This process involves:

1. Goal Setting and Financial Review

• Collaborative identification of your financial goals and aspirations
• Review of your current financial situation, including investments, debts, and cash flow
• Comprehensive analysis of your financial situation with a focus on financial planning areas such as:
• Financial goals setting
• Cash flow management
• Investment planning and analysis
• Debt management
• Employee benefits analysis
• Education and retirement planning
• Home and auto insurance review
• Life and disability insurance evaluation
• Estate planning considerations
• Tax optimization strategies
• Business planning support

2. Plan Development

• Based on our analysis, we will work with you to create a personalized financial plan that outlines:
• Specific, achievable goals
• Strategies for implementing those goals
• Investment recommendations
• Action steps for managing your finances

3. Implementation and Monitoring

• Open and transparent communication is key to our process. We will:
• Implement your customized plan collaboratively with you
• Open accounts for you at reliable institutions like Schwab
• Utilize sophisticated software for investment management, monitoring, rebalancing, and tax-loss harvesting
• Regularly review and update your plan to ensure it remains aligned with your evolving goals and circumstances

How We Give Back & Our Values

At Avant Financial Advisors, we believe in making a positive impact on the community and upholding strong ethical values. We are committed to:

• Generosity: We freely share our expertise by volunteering our time to local organizations.
• Integrity: We operate with transparency and accountability, disclosing fees and costs upfront.
• Sustainability: We advocate for environmentally conscious practices in our operations.
• Client-Focusedness: Your success is our success, and we prioritize your needs and goals.