Innovative Financial Software Tool

A Financial Dashboard - customized to keep you on track

Avalon Wealth Strategies has partnered with United First Financial, the most innovative developer of financial software today. The sophisticated Money Merge Account web-based program acts as your financial dashboard, keeping you on track and up to date on your account balances and loan status.  With this highly integrated software tool you will be guided step by step as you:

• Pay off debt such as credit cards, student loans, car loans 
• Pay your 30 year mortgage off 100% in as little as 8 to 11 years 
• Potentially save thousands in interest by optimizing the banking system with this interest cancellation program
• Learn to make your money work for you 24/7
• Run scenarios to see the potential outcome of your financial choices

Although the software is a highly sophisticated, totally secure, 128-bit encrypted web-based system, it is designed to be extremely user-friendly (it takes only 20 minutes per month).  No personal or account information is ever required.

• Not a bi-weekly payment or debt roll-down system 
• No refinancing of an existing mortgage necessary
• Little to no change in your lifestyle  

There is nothing more rewarding than to feel the optimism and joy of our clients when they realize they can be free of debt and experience true financial freedom and prosperity. 

Avalon Wealth Strategies will provide an analysis showing your mortgage/debt payoff and potential interest savings at no cost to you.  Please request your free analysis now.  Please contact us for additional information at 303-665-5851.

Comprehensive Financial Planning

Guidance - all phases from planning to implementation

It is never too late to begin the process of planning a secure financial future.   We will work closely with you to define, develop and implement the strategies that will help you achieve your personal goals.

Our team of Certified Financial Planners, Estate Advisors and College Planners as well as Chartered Retirement Planning Counselors provide the following services:

• Financial planning
• Tax minimization
• Wealth creation
• College savings plans
• 401(k) and pension plan design and consulting  
• Long-term care insurance
• Estate preservation

At Avalon Wealth Strategies, we would feel privileged to partner with you in designing your future…for what really matters to you.