Our Services

Legacy Services

Financial Planning and Retirement

Structured Income Planning

Tax Services

Estate Planning

Real Estate

Technology Training

Fixed, Indexed & Variable Annuities

Social Security Reviews

Pension Reviews

In-Force Life Insurance

Long-Term Care Options

Annuity Audits

Investment Tax Analysis        

Inventory of Assets Organizer      

Action Protection Strategies

Beneficiary Review and Analyses

Multi-Generational Wealth Planning

Roth IRA Conversion Projections

Company Retirement Plans

Rollovers Advice

Independant Brokerage Services

Stocks, Bonds, and Mutual Funds

Managed Money


Answer the following questions to see how we can help YOU!

Do you:

  • Need life insurance?
  • Have old Annuities or Life Insurance that you need reviewed?
  • Want to discuss alternatives to CDs?.
  • Want a seasoned profession to manage your portfolio?
  • Need a professional to review old 401k's or IRA's?
  • Need advice on investing a recently acquired sum of money?
  • Desire to consoldate?

Do you need current documentation for:

  • Will
  • Trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Beneficiaries

Are you having issues with:

  • Tax efficiency
  • Required minimum distributions (RMD)
  • A recent loss in the market
  • Medicaid
  • Estate tax 
  • Probate

Do the following considerations apply to you?

  • Future Retirement or Newly Retired
  • Change of Residency
  • Expected inheritance
  • Divorce
  • New or Second Marriage
  • Birth of a child/ grandchild
  • Major change in finances
  • Ready to downsize
  • Spouse recently passed away
  • Death of executor or beneficiary
  • Death of guardian
  • Need to name an executor for your estate
  • Need a cost analysis for settling your estate

If you answered YES to any of the above questions, then our team can help! 

Megan Avery works closely with Attorneys, Financial Planners, Money Managers, Long Term Care Experts, Geriatric Care Nurses and Insurance Professionals.  She has been able to provide her clients with an unlimited number of resources, when it comes to Retirement Planning, Estate Planning, and Life Planning.