Education Funding

  • Do you have an account for education expenses?

  • If you have a 529 Plan, who is overseeing it to ensure that it is still the best plan to use?


Employee Benefits

  • How often do you review your benefits to determine which ones to utilize?

  • Are there benefits available that you are not taking advantage of?

  • Are you getting the full benefit of any matching from retirement contributions?

  • Are you offered stock options, restricted stock or deferred compensation?

  • Is the insurance component coordinated with the insurance you have individually?


Charitable Planning

  • Do you make gifts of cash or other assets?

  • Do you have a Foundation or Donor Advised Fund?

  • Have you considered other vehicles for making charitable gifts?


Family Legacy Planning

  • Have you talked to your children about any potential inheritance that you will leave them?

  • Are your children prepared for the inheritance that you will leave them?

  • Have you thought about the legacy that you want to leave?


Coordinated Advisor Meeting

  • Have you allowed your advisor team (i.e., CPA, attorney, financial advisor, etc.) to meet with each other on your behalf?

© 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.

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