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.
The Secret Behind True Happiness in Retirement... Here's the truth: It's not just about leisure or wealth. Research shows that 97% of retirees who found their purpose experienced true happiness in retirement. That's why at Avior, we begin with your "WHY" before your "how much." Our approach is simple but powerful: Live with Purpose, Plan with Intention. Because when your finances align with what matters most, retirement becomes more than a destination – it becomes an adventure worth planning for. Ready to write your purposeful retirement story? Book a consultation through the link Avior.com 🔗 #AVIOR #AviorWealth #AviorWealthManagement #RetirementPlanning
Your Retirement Deserves Purpose, Not Regret. Ever wondered what keeps retirees up at night? The Federal Reserve's Survey of Consumer Finances reveals the top 5 retirement regrets that could be avoided with proper planning. At Avior, we transform these common missteps into confident choices through intentional planning. We'll help you optimize: 🧭 Employer Retirement & Rollover Accounts 🧭 Traditional & Roth IRA Strategies 🧭 Social Security Benefits 🧭 Pensions & Inheritance Planning Don't let overlooked opportunities become tomorrow's regrets. Your most rewarding years are still ahead – let's make them count. Contact Avior today, through the link Avior.com 🔗 #AVIOR #AviorWealth #AviorWealthManagement #CashFlow #CashFlowPlanning
The Difference Between Knowing and Hoping is a Plan. Research proves it: Those with a formal financial plan build up to 4x more wealth than those without one. (T. Rowe Price Retirement Savings and Spending Study) When your retirement has purpose and direction, the path forward becomes clear. Ready to maximize your wealth with intention? Our team at Avior will help you create a plan that aligns with what matters most. Book a consultation through the link AVIOR.COM 🔗 #AVIOR #AviorWealth #AviorWealthManagement
Caught between saving for your golden years and your children's future? You're not alone. Many families struggle to balance retirement savings with college funds. But here's the good news: with the right strategy, you can work towards both goals effectively. Avior's wealth management experts are here to guide you every step of the way. Take the first step towards financial confidence. Contact Avior.com today for a personalized consultation. #Avior #AviorWealthManagement #FinancialPlanning #RetirementSavings #CollegeFunds
Claiming Social Security at the wrong time can cost you more than you think. Forbes reports that only 4% of retirees claim benefits optimally, leaving a staggering $3.4 trillion behind. That’s an average loss of $111,000 per household! At Avior, we specialize in helping you optimize your Social Security benefits, so you don’t leave money on the table. Plan smarter with us and secure the retirement you deserve! Book a consultation through the link Avior.com/contact-us 🔗 #AVIOR #AviorWealth #AviorWealthManagement #RetirementPlanning
As a single parent, you're already juggling so much, and the idea of long-term education planning can feel overwhelming. But starting early and exploring options can make all the difference in securing your child's future. At Avior, we understand the unique challenges you face. We'll take the time to understand your family's needs, help you set a realistic budget, and find the best college planning solutions tailored to your situation. Let’s work together to ensure your children are set up for success. 🔗 Click the link Avior.com to schedule your one-on-one consultation today! #AVIOR #AviorWealth #AviorWealthManagement #EducationPlanning
Avior Is Ready to Be Your True Partner in Business. Our services include: ✔️ Cash Flow Analysis ✔️ Succession Planning ✔️ Business Acquisitions ✔️ Family Business Conversations Make Your Business a Key Part of Your Financial Future with Avior Wealth Management. Our experienced team at Avior is here to support you. Contact Avior.com today for a consultation to start building a stronger future for your business! #AVIOR #AviorWealth #AviorWealthManagement #CashFlow #CashFlowPlanning
Retiring earlier is becoming the new norm, with only 44% of men and 24% of women still working full-time by age 62. As we live longer, it's crucial to have a retirement financial strategy that stretches further. At Avior, we help you adjust your retirement plan to ensure you're ready for those extra years of freedom—on your terms. Start planning today for the retirement you deserve! Book a consultation through the link Avior.com/contact-us 🔗 #AVIOR #AviorWealth #AviorWealthManagement
Are you confidently navigating your retirement journey or feeling adrift in a sea of uncertainty? New York Life’s latest Wealth Watch survey reveals that many Americans are unprepared for retirement, with strategies varying widely across generations. But here's the good news: it's never too late to chart a course for financial security. At Avior, we're dedicated to guiding you towards a purposeful retirement, tailored to your unique goals and values. Ready to take control? Let's connect and start your journey to a retirement filled with purpose and peace of mind. 🔗 Click the link Avior.com/contact-us to schedule a consultation with our retirement planning experts. #AVIOR #AviorWealth #AviorWealthManagement #RetirementPlanning