FP Services
Averett Financial provides services in the following areas:
Investment Services*
401(k) Rollovers
College/Education Savings (Coverdell ESA and 529 plans)
Estate Planning
Traditional IRAs
Roth IRAs (including Roth conversions)
Small Business Retirement Plans (SEP & SIMPLE IRAs)
Mutual Funds
Variable Annuities
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Schedule a Free Consultation
Ready to take control of your finances? Book a free consultation with us.
Our first priority is helping you take care of your family and your business. In this free consultation we will learn more about you and provide you with options that are available to you.
Timing Your Retirement
What You Need to Know About Social Security
Retirement Plan Detectives
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