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Our Proprietary Process

WHY

✓ Family

✓ Occupation

✓ Recreation

HOW

✓ Money

Philosophy Planning Strategy Process

✓ Discover

✓ Design

✓ Deploy

A Planning Strategy

Avery Financial Services is committed to adhering to the CFP® professionals high standards of competency and ethics. Our Code of Ethics and Standards are principles of integrity, competence, fairness and confidentiality. This helps to distinguish working with a CFP professional from other credentials in the financial services profession.

These Code of Ethics and Standards of Conduct are to:

These Code of Ethics and
Standards of Conduct are to:

  1. Act with honesty, integrity, competence, and diligence.
  2. Act in the client’s best interests.
  3. Exercise due care.
  4. Avoid or disclose and manage conflicts of interest.
  5. Maintain the confidentiality and protect the privacy of client information.
  6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.