What Does Avera Wealth Advisors Do?
We start by listening to truly understand what is important to you. The first thing we do is help you assess your current situation and develop a financial plan aligned with your goals and objectives.
Creating your financial plan is like finding pieces of a jigsaw puzzle. The picture you want to make is formed by your goals and objectives.
As you begin to organize and analyze the data, the picture begins to take shape and you can begin determining whether or not you are on track to accomplish your goals.
At Avera Wealth Advisors, we look at your entire financial picture, following a six-step process. This process is iterative and ongoing as your circumstances change over time. At a high level, below are the six steps.
1. Establish goals and objectives.
2. Gather your financial data.
3. Analyze the data.
4. Develop a plan.
5. Implement the plan.
6. Monitor the plan.
The financial plan is comprehensive and always keeps your goals and objectives in mind. We discuss risk management, cash flow and retirement planning, estate planning, tax planning, investment management, education funding, employee benefits, philanthropic giving and charitable planning, as well as family education.