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.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Download "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."