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Avery Financial Services is committed to upholding the CFP Board's Standards of Professional Conduct.  We strive to provide a high level of ethical and competent service that one should expect when working with a CFP(R) professional.  These standards are: Integrity, Objective Advice, Competence, Fair Treatment, Privacy, Professionalism and Diligence.  Knowing what to expect from a financial planing relationship puts you in the driver's seat -- which is exactly where you belong.

According to research, only 1 in 4 Americans feels financially prepared for retirement.  Planning for that "next phase" of your life may be one of the biggest concerns" you have.  Many simply do not want to "outlive their money."  Our focus is on you and helping you pursue your goal for the type of retirement you want for your financial future.  To get the most out of your experience with a financial planner, you shouldn't settle for anything less than the qualities of a true professional.



Professionally Managed Fee Based Accounts

Mutual Funds (active and passive)


Common Stock

Educational IRA 

IRAs (Traditional, Roth, SEP and Simple)

Brokerage Accounts

Government Securities


Financial Planning

Comprehensive Financial Plans

Business Retirement Plans

Retirement Income Planning

Tax Planning

401(k) Planning

College Planning

Legacy Planning


Insurance Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

We welcome the opportunity to be of service to you.  For more information on our firm and the AFS experience, simply drop us an email or call our office.  We look forward to meeting you.  |  mobile (678) 595-4835