What We Offer

Tailored Financial Plan

Social Security Advice

Medicare Advice

Portfolio Allocation Advice

Personalized Investment Management

avalon group investment Signature ETF Strategy

Education Savings Planning

Technical Support

Personal Wealth Manager

Annual Phone Meeting with Your Wealth Manager

Insurance Planning

Custom Investment Strategies

Roth Conversion Recommendations

Unlimited Wealth Manager Meetings

Personal Retirement Transition Coaching

Estate Planning

Charitable Giving Optimization

Mortgage Refinancing & Downsizing Analysis

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Financial

  • 3% interest Daily
  • Withdraw after 7 days
  • Minimum: $100
  • Maximum: $9,999
  • Referral: 6%

Partnership

  • 5% interest Daily
  • Withdraw after 5 days
  • Minimum: $10,000
  • Maximum: unlimited
  • Referral: 10%