It’s time to: Make memories Plan your future Achieve your goals

Financial planning for people 55 and over.

ENTER RETIREMENT FEELING EMPOWERED, WITH PURPOSE AND PEACE OF MIND.

You’ve worked hard your entire life to build a comfortable nest egg. Now it’s time to protect it and ensure you can live the life you want in retirement. Concerns over rising healthcare costs, inflation, and a longer life expectancy are well founded. Coupled with a crowded field of advisors claiming to have the “key” to beating the market along with a complex financial system, we understand feeling overwhelmed and disempowered.

At Avery Wealth, we want to bring that power back to you. By uncovering your life goals, passions, and concerns, we can help you navigate the complexity and instill confidence and peace of mind that we’ve thought about every scenario. While we can’t read into the future, we sure can prepare for it.

AVOID A SURPRISE TAX BILL

You deserve to access your money when you need it. The decisions you make today will affect your future goals. Understanding the tax implications of your retirement strategy is crucial to your long-term plan. We work together with your CPA and team of professionals to ensure your retirement plan is solid. You shouldn’t have to wonder if your investment choices are going to bring you the income you need to live the life you envision.

LESS WORRYING, MORE GIVING

Your finances should help meet more than your lifestyle in retirement- they should empower you to give to the people and causes you care about most. We’ll help you navigate the difficult decisions, assess your goals, and structure your finances, so you can feel reassured you’re ready for a long and fruitful retirement.

TESTIMONIALS

Mike B
2020-10-09
Very helpful, knowledgeable, attentive, and they have the heart of a teacher. Pointed towards them because they are SmartVestor Pros, as recommended by Dave Ramsey.
Shawn Personke
2020-07-21
The Avery Wealth team is phenomenal. They offer steady, consistent, and knowledgable consultation and advice.
garry steverson
2019-11-18
I highly recommend Avery Wealth to let them manage your retirement funds. They work for you and can help develop a plan. At the very least take the time to talk with them, you owe yourself that much.

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