Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
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This is where our organization began...👏 Disclosure: https://lnkd.in/gDz4BhTE
We managed to get a photo with Avior's three cofounders last month. It was great to see you Kent Nelson and Dutch Van Denburg. You guys created the foundation for the amazing company we have today.
When it comes to financial planning, life insurance plays a crucial role in providing protection and supporting investment goals. Connect with us today to get personalized guidance from an advisor so you can make informed decisions and protect your financial future. Ready to get started? Reach out through the link Avior.com 🔗 . . . . . . . . #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth #AviorNavigator #LifeInsurance #FinancialPlanning
Family wealth education helps families create strong foundations for the coming generations and their financial futures. A family’s legacy can be sustained by instilling knowledge, values, and financial literacy. Avior advisors help families consider multigenerational wealth and financial responsibility. Talk to our experts today to start setting your goals and educating the next generation. Avior.com 🔗 . . . . . . . . . . . . . . #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth
Planning for retirement requires setting goals for your future, examining investment options, and considering tax implications. Taking the step to plan for retirement means you’re already on the right path toward the lifestyle you want for yourself and your loved ones. Remember to consider your options, your comfort level with risk, and your goals for your life in retirement. Tax implications abound with investments, so always stay up to date on changing tax laws. Are you ready to start planning? Reach out to Avior today. Avior.com 🔗 . . . . . . . . . . . #TaxPlanning #InvestmentPlanning #Avior #FinancialPlanning #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth
Financial decisions aren’t made in a vacuum. You make investment decisions based on your goals and priorities, but also your fears, biases, desires, assumptions, and experiences. Behavioral finance helps you break down these factors so you can both understand your behavior and address issues to improve your financial plan. Work with Avior when you are ready to improve your investment strategy. Our team is here to help you meet your financial goals, both now and in the future. Contact us today at Avior.com 🔗 . . . . . . . . . . . . . . . . . #Avior #FinancialPlanning #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth
Being proactive with your taxes is always going to help you stay organized and maximize your tax minimization opportunities. Getting a head start on next year’s taxes can only benefit you. You’ll be able to monitor tax laws, make withholding adjustments, and improve your recordkeeping practices so you’re more prepared when the time comes. Plan for next year now to optimize your situation and reduce tax-related stress. Contact Avior to start planning for next year's taxes today: Avior.com . . . . . . . . #EstatePlanning #InsurancePlanning #WealthManagement #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #WealthManagement #FinancialSuccess
A trust can be your secret weapon for an effective estate plan. This legal tool can provide an extra layer of protection, tax benefits, and security that your assets will be distributed according to your wishes. Selecting the right option for your goals is key. Work with the wealth management advisors at Avior for expert guidance on trusts and estate planning support. Contact us today to get started. Reach out through the link avior.com/contact-us/ 🔗 . . . . . . . . #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth #AviorNavigator #EstatePlanning #LegacyProtection #PlanForTomorrow
Understanding how depreciation works will help you apply the benefits to your business taxes. Remember that keeping adequate, detailed records is key, so you have all the documentation you need for accurate depreciation. Read more about business asset depreciation on our blog Avior.com/insights 🔗 . . . . . . . . . . . . . #TaxPlanning #Avior #FinancialPlanning #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth
Dreaming of a worry-free retirement? It's all about strategic planning! Consider your future tax implications, income sources, ideal retirement age, and more. Don't navigate this journey alone – seek expert advice from a financial advisor to craft a personalized plan. Ready to take charge of your financial future? Connect with Avior today! Avior.com 🔗 . . . . . . . . . . . . #TaxPlanning #Avior #FinancialPlanning #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth
Avior is excited to announce Justin Reineke as our latest addition to the team of Wealth Advisors. Justin's deep expertise in wealth management and his extensive 25-year journey through financial services make him an invaluable asset to our team. His unique approach, combining comprehensive financial guidance with a genuine dedication to client success, aligns seamlessly with the Avior philosophy. We’re excited for the wealth of expertise and the fresh perspective Justin brings to our team! Welcome Justin! . . . . . . . . . . #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth