Retirement and Financial Planning Insights That Help You Take Action

Practical guidance from Avenues Wealth to help you make informed financial decisions with clarity and confidence.

From Our Advisor to You

Honest conversations about money, life, and planning for what’s next.

Florida Retirement Planning Checklist for Orlando-Area Retirees

A strong Florida retirement planning checklist should cover income, investments, taxes, healthcare, estate coordination, housing, and emergency reserves. For Orlando-area retirees, that means...

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311 West Fairbanks Avenue, Suite 201, Winter Park, Florida 32789

Office: 407-898-3181

Email: jeff@avenueswealth.com

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Avenues Wealth, LLC (“RIA Firm”) is a registered investment adviser located in Orlando, Florida. Avenues Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Avenues Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Avenues Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Avenues Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Avenues Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Avenues Wealth, please contact the state securities regulators for those states in which Avenues Wealth maintains a registration filing. A copy of Avenues Wealth’s current written disclosure statement discussing Avenues Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Avenues Wealth upon written request. Avenues Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Avenues Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.