Financial Planning & Wealth Management Solutions
For St. Petersburg and Tampa Bay, Florida
If you are like most people, it's hard to find time in your busy, day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances. Most
individuals and couples find themselves juggling many different needs and wants and have
difficulty identifying their priorities.
AVID Planning uses a unique process that guides individuals and
couples in exploring and gaining clarity on many aspects of their lives.
As Our Client, You…
Are a long-term thinker who places value in the need for professional guidance and advice.
Realize that money is not the ultimate goal but is a tool to achieve what is important to you.
Understand that your financial decisions impact other facets of your life.
That’s Where We Come In
You don’t believe in deferring your life until retirement but you do understand the importance of saving and investing.