© 2019 by Avera Wealth Advisors, LLC

Avera Wealth Advisors, LLC (“AWA”) is a registered investment advisor offering advisory services in the State(s) of GA, TN, LA and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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INVESTMENT PLANNING QUESTIONS

General Questions

  • Do you have an investment policy statement (outlines your investment goals, your income and liquidity needs from the investment portfolio, your risk tolerance and ultimately an investment allocation appropriate for your circumstances)?

  • Do you have a good understanding of your true risk tolerance?

  • Are your investments invested according to your true risk tolerance?

  • Do you understand your total investment allocation or do you look at it account by account?

  • Do you understand how your investments are managed and what types of investments you own?

  • How often do you trade your account?

  • How tax efficient are your investments?