This blog is provided and maintained by AVO Financial. AVO Financial is a Utah based full service financial planning firm and brokerage. Our company offers a wide array of personalized financial services to our clients including:
- Financial Planning: Our experienced team is capable of creating a detailed plan for your financial future. By looking ahead and working together we can ensure that your dreams become reality… maybe even sooner than you thought possible!
- Retirement Planning: “In today’s economy many people who are nearing retirement are concerned about having the funds to carry them through their retirement years and keep up with inflation, not to mention living comfortably.”(Steve Summers, Certified Financial Planner) AVO Financial has a team of knowledgeable financial professionals capable of helping you ensure that you enjoy your retirement rather than sacrifice it.
- Estate Planning: AVO Financial has a Certified Financial Planner and Estate Planning attorneys that can easily help you with your estate concerns and put your mind at ease.
- Wills & Trusts: Sooner or later we all need to devote some time to planning what happens after we’re gone. Our dedicated team of financial and legal professionals can see to it that your desires are both heard and realized.
- IRA & 401K Maximization: AVO Financial can assist you in rolling over your fidelity 401K and/or in helping you control your IRA (and other qualified funds). We can help you manage the money you earned and see to it that it goes only where you want it to. AVO is Fidelity Qualified.
- Investing Strategies: To paraphrase Robert Kiyosaki in his best selling book, Rich Dad Poor Dad: “You have worked hard for your money. Isn’t it time your money started working for you?” Our team of experts knows how to make it do just that.
In addition to all of the above, we offer portfolio evaluations, asset protection, life insurance, tax solutions, stocks, bonds, mutual funds, business consultation, legal services, and more!
Our variety of products, many of which are recession resistant, paired with exceptional service is why, whether the market goes up or goes down, we will still be here to help you get your assets moving in the right direction.
Let us show you what we have to offer. Call us Toll Free at 1-800-936-4106 or visit us online at www.AVOFinancial.com and schedule your free financial consultation today.
Managing Officers
George E. Dennis, Principle Financial Advisor & MBA
