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Start preparing for the future, today!
AMERICAN WEALTH ADVISERS is a financial advisor providing financial planning and financial services designed for you. Located in the West Valley of Phoenix, AZ, we offer fee-based financial advice, 24/7 online investment account access, real-time consolidated portfolio reports, customized strategic financial plans, legacy and estate planning, wealth management and durable income stream planning. Our financial plans are customized to help you prepare and achieve your specific financial goals.
AMERICAN WEALTH ADVISERS is a full service Registered Invest Advisor (RIA), financial planning and wealth management firm. Our aim is to provide innovative investment strategies, appropriate for the goals and proportionate to one’s tolerance for risk. No two clients are the same and their portfolio/investment choices are unique.
Our goal is to be a leader in comprehensive post-retirement financial planning with common sense options presented in a way that is easy to understand. We want to earn your business and will strive to keep your trust to create value every day of every year.
Kyle Addington is President, Director of Financial Planning for American Wealth Advisers, PLLC a financial services company specializing in wealth accumulation and retirement income stream planning and has over 20 years of experience as a financial advisor for small business owners and high net worth clients. Mr. Addington specializes in designing, implementing and administering individual and small business retirement plans.
Financial Planning Process
AMERICAN WEALTH ADVISERS has established a 6-level process to design and implement a customized financial plan for each client.
Our process does not end at this point - it continues:
- We carefully monitor accounts daily to ensure plan is still on track and chosen investments are meeting goals.
- We schedule regular follow up and alignment meetings to ensure the plan stays true to your timeline and day-to-day risk tolerance.