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
*These services are offered by Joe Averett and Sara Averett through their affiliation with Avantax.
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