When Diana Avery launched Avery Financial Services (AFS), her primary goal was to be able to offer more value to her clients and at a level of personalized service she saw lacking in the financial services industry. She has always had a long-term perspective in mind. AFS is engaged with their clients on their journey to financial independence, which is necessary for feeling more confidence in setting financial goals toward their retirement planning.
AFS is a firm with a big heart. We take a holistic approach to financial independence. We have only your best interest in mind and take your retirement seriously. We serve a variety of clients, including millennials, educators, business professionals and those who want to dig deeper to understand how to build wealth.
Because we are independent, we can have that bigger vision and are free to choose from a wide selection of products in the financial world and can offer many solutions to our clients to meet their unique needs.
Avery Financial Services believes everyone should feel more confident about their financial future. With our professional experience, our firm’s main priority is to help you while educating you and providing ongoing financial planning so you can have a better understanding of your investments, how to plan and invest for the future and retirement.
The AFS Experience
The relationships we have with our clients last long-term, which enable us to help build financial confidence over time. We treat our clients as we want to be treated. We first start by getting to know you, which will help us understand your financial needs. Our initial meeting is the discovery process. From there we are able to recommend steps to help you pursue your financial goals.
If you agree that you’d like to work with our firm, we’ll arrange a second and third meeting and gather more information and details. Then we present you with our recommendations that are specific to your situation.
We follow the fiduciary standard, which means we are held to a high standard and work in only your best interest. We’ll plan to reach out to you one time a year, unless you’d like to meet more frequently. We believe in a personalized and comfortable experience.