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.

Insurance
Cash Flow
Legal
Tax
Investments
Current Situation
Cash Flow
Insurance
Legal
Tax
Current Situation
Investments

Our Process

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.

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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.

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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.

© 2019 by Avera Wealth Advisors, LLC

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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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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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