Services

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.