Clients We Partner With to Build Wealth
👩💼 Emily – Young Professional on the Rise
Advisor Plan – $325/month
Emily is a 32-year-old marketing manager focused on building her financial foundation. She has a growing 401(k), steady W-2 income, and wants help optimizing her budget and savings. We handle her annual tax filing and guide her through early retirement planning and investing decisions so she can build wealth with confidence.
✅ 1040 tax prep
✅ Basic financial plan
✅ Retirement savings strategy
👩💼👨💼 Ashley & Ryan – High Earners Building Wealth
Visionary Plan – $575/month
Ashley is an HR executive with stock compensation and Ryan is a regional sales director with variable income and a company pension. They own a second home in Flagler Beach and a rental property. They’re focused on tax efficiency, optimizing investment growth, and giving back through charitable planning. We coordinate their tax and investment strategy so they can grow and protect their wealth while managing complex income streams.
✅ 1040 + rental tax returns
✅ Semi-annual tax planning
✅ Charitable giving and stock option planning
✅ Investment management on $1M+
👩💻👨⚕️James & Nicole – Dual-Income Entrepreneurs
Visionary Plan – $875/month
James is a 1099 physician and Nicole runs an S-Corp e-commerce business. With two kids, $600k in investments, and busy careers, they needed a proactive partner. We manage their taxes, optimize cash flow, handle their investments, and help them plan for retirement and college, through one trusted relationship.
✅ 1040 + business tax returns
✅ Quarterly tax planning
✅ Comprehensive financial plan
✅ Investment management on $600k
👨👩👦👦 The Martins – Legacy Builders
Legacy Plan – $1,750/month
The Martins are business owners in their 50s with over $2M in assets, rental properties, and a thriving S-Corp. They work with AVL Advisory to integrate advanced tax strategies, succession planning, and investment management, all while proactively coordinating with their estate attorney and insurance team.
✅ 1040 + business tax return + rental tax filings
✅ Advanced tax & charitable planning
✅ Full financial and business succession plan
✅ Investment management on $2M+
Ready to take the next step?
Let’s explore how AVL Advisory can help you build your financial future.