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Service You Can Expect
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, CFF, President
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.
AWAFS offers investment programs including:
- Fee-Only Financial Services
- Tactical Asset Management
- Strategic Asset Management
- Institutional Research / Institutional Money Managers
- Financial, Investment Services
- Retirement Services
- Small Business Services
- Social Security Analysis
- Tax and Bookkeeping Services
- College Savings Accounts
- Long Term Care Solutions
- Estate Planning
- Charitable Giving and Trusts
An AMERICAN WEALTH ADVISERS financial plan is designed to meet the goals and financial investments of each individual client. Meet with clients, review their financial situation, identify needs and goals, and determine requirements to meet those needs and goals.