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The Amida Advantage

To help you discover your vision, design your path and track your progress toward your destinations, Amida Wealth Advisors offers services in six key areas.  This is how we put the Amida Way into action for you along your journey to ultimate radiance.  This is the Amida Advantage.

Assessment

We look at your current financial situation along with your goals and dreams.  We then start along the Amida Way hand-in-hand with you and help you discover a clear vision for your financial future.  We can then start designing your path to help you realize your vision.

Protection

There can be many obstacles that pop up along your path to your financial dreams.  We help you identify and prepare for them.

Wealth Accumulation

What are your accumulation goals? How much money do you need, for what, and when?  We can help prioritize those goals and help you plan a path to realize them.

Tax Management

We can work side-by-side with your tax advisor to help develop proactive strategies to manage your taxes, the timing of income and deductions.

Retirement Planning

Experience freedom!  Whether you are just starting your career or approaching retirement, we can help you lay a path to financial independence.  What do you want to do, and will your income support the lifestyle that you desire?  We can help you design a plan that allows you to live the life that you envision.

Wealth Preservation

What are your goals for your wealth after you are gone?  How would you like your assets distributed?  What kind of legacy do you want to leave?
We can help you determine answers to these questions and more, and help ensure that there are stepping stones in your path that address them.

Amida Wealth Advisors, LLC does not provide tax or legal advice. You are encourage to consult your tax advisor or attorney. Amida Wealth Advisors, LLC can work in conjunction with your tax advisor or attorney to help ensure your overall financial goals are addressed appropriately.

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