NorthAvenue provides a team of financial planning and tax professionals who serve as fiduciaries for each client. We are a one-stop-shop for our clients across the United States, covering all of their financial needs for a simple, annual flat fee. A list of common areas we cover for our clients include: Tax Planning Personal Tax Preparation Retirement & Cash Flow Planning Investment Management Education Planning Estate & Insurance Planning Real Estate Planning Business Planning Charitable Gift Planning All of these topics are covered in our inclusive agreements and we take pride in fulfilling our fiduciary duty to ensure that we always provide holistic advice that is in our client's best interest. Please visit our website to learn more about our individual advisors and support staff.