"When medical specialists and other time-challenged professionals come to us for advice, we don't start coming up with ideas; we come up with questions. Questions to understand what they want their lives to look like one day, and why that matters to them.

 

Your future is what matters here, and we want to help, just like we've helped hundreds of others. You deserve to be understood. You deserve to be well-served. And you deserve a team that wants to help you avidly pursue the future you want."

 

Avid Wealth Team

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where our team comes in. We take the time to get to know you and your preferences, and can help you anticipate and prepare for the bestand worst scenarios. The relationship we establish with you enables us to provide you with the guidance you need to make the right choices. We can provide the partnership you can rely on when making the most important decisions of your life.

By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, we can help you set the stage to build a secure financial future for you and your family.

Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.


ORGANIZATIONS

We work extensively with time-challenged professionals and business owners on their financial wellness and their specific needs around protecting and growing their assets. We play an active role in our community with the following organizations:


 

Eric Ilmari Kala, CFP®, AEP®, CLU®, CRPS
Wealth Management Advisor


Avid Wealth Partners

  • Office 210-446-5718
  • Fax 210-569-6470

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