A
MERIC
2015
‘
A
S
SELECT
f i n a n c i a l a d v i s o rs
Research Declaration
Anytime you introduce a list of, or even utter the words “Top”, “Best” or
“Most”, you invite controversy or at the very least debate.
No doubt, our books are no different in that regard. They are different,
however, from the many lists of Top 100 or Top 1,000 financial advisors,
financial planners, wealth advisors, etc. Lists such as these are full of
statistics. We noticed an abundance of scientific data, rankings of “client’s
net worth” or even “revenues generated” for each firm or advisor.
While the above mentioned criteria is very worthy, the positive impact that
financial advisors make in the lives of their clients is the ultimate reflection
of true success.
Each of the financial advisors chosen for our books have been thoroughly
reviewed. Each applicant has endured an extensive personal interview and a
rigorous regulatory background check.
AMERICAN WEALTH ADVISERS, PLLC
245 N Parkview Ct
Litchfield Park, AZ 85340
OFFICE PHONE: 602-441-9441
EMAIL ADDRESS: [email protected]
WEBSITE: www.americanwealthadvisers.com
Kyle Addington is registered with and securities offered through Kovack Securities, Inc.
Member FINRA/SIPC. 6451 N Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308.
Tel (954) 782-4771. Investment Advisory services are offered through Kovack Advisors,
Inc. American Wealth Advisers, PLLC is not affiliated with Kovack Securities, Inc. or Kovack
Advisors, Inc.
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K Y L E A DDI NG T ON
Today, Kyle specializes in designing, implementing, and administering customized individual
or small business retirement plans. These
plans consider all aspects of the clients financial life and often include 401(k), insurance
(life, health and long-term care), savings,
retirement, stocks, REIT(s) and BDC’s as well
as personal accounts. “Having a solid financial plan, one that is designed specifically for
the needs, tolerance and objective of each
client is what American Wealth Advisers is
proud of” said Kyle Addington.
Client Services
At American Wealth Advisers they focus on
their client’s needs. No two clients are the
same and their needs are not the same. They
do not offer “one plan suits all” solutions, nor
A
C
I
MERIC
2015
financial ad
vis
‘
“Everyone should have a financial plan
and an awareness of their savings’ ultimate
function and purpose.”
Featured In The New Book...
S
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PERSONAL
FINANCE
ISBN 978 -0-9
830820 -9-5
USA $26.95
2015_CP
_ASFA_B
Client Experience
Specializing in comprehensive retirement income
stream planning, Kyle provides his clients a
complete and comprehensive financial analysis.
He prepares a financial plan strategy, one the
client is comfortable with, meets their obligations
and provides security for the future. This analysis
combines their current assets, real estate holdings;
employer managed retirement programs, taxable
and non-taxable IRAs, durable income and potential income streams, as well as pension or social
security benefits. He considers living expenses,
insurance costs and managed care fees. Finally, he
introduces investments and various product lines
that fit their financial goals and timeline, always
taking risk tolerance into consideration.
ookCover
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A Client’s Personal Story
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ADVISOR,
KYLE
By Be
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Gratifying Aspects Of
Being An Advisor
Recently an elderly widow, whose husband had just
passed away, who had been a long term financial
client called with numerous questions on their plan.
Kyle had created a comprehensive plan for their
family that clearly outlined the next steps, protected
the assets and provided her with a continuous
American Wealth Advisers provides clients Total
retirement income stream. Kyle spent extensive
Client Access an on-line client account portal
time explaining each product, how it is was part of
through a secured website, which provides a
the overall estate, the income she was to receive
comprehensive view of all their financial components
from each, and the steps necessary to make her
in one location. They also provide each client with
the primary account holder and give her the ability
a working Financial Plan Access online that updates
to take financial control of her life.
the financial plan daily based on account performance. This tool allows clients to see a complete
financial picture of accounts (even those not manicenses
esignations
aged by his firm), current retirement savings and
• Kyle Addington is licensed and insured to
strategies to help them stay on track with their
represent clients for insurance and securities in
specific financial plan. “Total Client Access and
25 states: AZ, CA, CO, CT, FL, GA, IA, IN, LA, MD,
Financial Plan Access has been a great resource
MI, MO, MT, NC, ND, NM, NV, OH, OR, PA, SD,
for my clients giving them a 24/7 snapshot of
TX, VA, WA, WI
their retirement plan. They love the ability to view
• FINRA Series 6, Series 7, Series 63 and Series 65
current holdings, their financial portfolio as well
• Life and Health Licensed
as their current retirement goals at a time and
• IRS-authorized Tax Preparer and E-Filer
location that is convenient and at their discretion”
• Recipient of the Top Producer Award for more
said Kyle Addington.
than 11 years
• Recipient of the Five Star Wealth Manager
Award: 2013, 2014 and 2015
S
T
FINANCIAL
ADVISORS
1
Kyle finds the heart and soul of true financial
planning to be his passion. Each client is unique
and he enjoys thoroughly uncovering and addressing their individualism to create a personalized and
viable financial plan that can evolve throughout their
years.
A
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2015
SELEC
‘
Financial Strategy From Kyle Addington
Kyle is a Registered Investment Advisor
with Kovack Securities; a Florida based SEC
Registered Broker-Dealer. Kyle provides his
clientele extensive financial knowledge,
hands on executive involvement and superior
customer service. He has worked with businesses from small start-up to Fortune 500 and
individual clients from coast to coast. Prior to
running a successful financial planning firm,
Kyle worked as the Senior Pricing Analyst for
a division of Wal-Mart, Sam’s Club and Bud’s.
He received his undergraduate Bachelor’s
Degree in Strategic Management from the
respected University of North Texas.
Kyle Addington
2015
K
yle Addington is the Co-Founder and
President of Financial Planning for
American Wealth Advisers, PLLC,
a financial services company specializing in
wealth accumulation and retirement income
stream planning. He has more than 19 years
of experience as a successful financial advisor for small business owners and high net
worth clients.
B
ED ADVISO
R, KYLE AD
DINGTON
Education & Career
Highlights
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do they “sell products”. They provide service!
iving ack
Their client’s services include retirement planning,
Kyle is an active member of the community and
selecting the best investment vehicles and safesupports several local charities. He currently
guarding against potential financial loss.
serves as Co-Chair for the Marine Corp Reserves
Maricopa County Toys for Tots Foundation and is
Retirement Planning:
a board member of themeLitchfield
Park Friends of
rican Wealth
Advisers is
• Review Financial Situation And Identify Needs
dedicated to
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AMERICANhelped a client achieve financial
The first time Kyle
WEALTH ADV
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245 N PARKVI
EW CT
• Review Pension, 401(k) Programs and Conduct retirement stability;
LITCHFIELD
PAR
K, AZ 853
he
realized
that being a great
40
A Social Security Analysis
financial planner goes far beyond just being a highly
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educated expert in aAvariety
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He recognized it is about
using
knowledge combined
Investments, REITs or BDCs
with customer service in a way which ensures open
• Evaluate Insurance Products; include Life,
communication and responsive follow through on
• Health, Disability and Long Term Care
every commitment, question and detail.
AM
ER
IC
A’
S SELECT
FINANCIAL
ADVISORS
- FEATUR
“Our mission is
to create a custom
financial plan for
each client that
promotes financial
longevity and
bestows peace of
mind.”
St ra te gy
ADDINGTO
N
min R
ush
4/12/15
7:30 PM
Offerings Include
The Following lines of
insurance and financial
product services:
•
Comprehensive Financial Planning
•
Tax-Advantage Planning
•
Investment Strategies
•
Retirement Durable Income Planning
•
Education Funding Solutions
•
Asset Allocation and Management
•
Insurance Solutions and Risk
Management