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Financial Services

Financial Advisor

AMERICAN WEALTH ADVISERS is a financial advisor providing financial planning and financial services designed for you.

Retirement Planning

Our retirement planning program is designed to work with you to develop a comprehensive Retirement Plan.

Wealth Management

AMERICAN WEALTH ADVISERS can assist you in all life stages to help with your wealth management.

Small Business Services

AMERICAN WEALTH ADVISERS is an independent non-proprietary financial advisor can help you analyze your needs.

Insurance Services

AMERICAN WEALTH ADVISERS can help guide you through the maze of health insurance helping you select a policy that best fits your needs and your budget.

Social Security Services

Our social security services are here to assist you in crafting a sound financial retirement claiming strategy based upon your unique life circumstances.

 

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, 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.