Broker Check
(817) 420-6223
planyourfuture@averettfinancial.com
Client Portal Login

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.


 

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.

BOOK A TIME WITH US

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn More

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
Learn More

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."