Tools and Tips for Your Finances

The Life Event Planner

When life throws you a curve ball it is good to be prepared with a plan. With 30+ years of combined financial planning experience we have seen it all! Please feel free to utilize these checklist to help navigate these uncertain times in your life.

E-Book

When you’re done with this quick, powerful ebook, you’ll understand…

  • How most future retirees don’t lay the right foundation for retirement. And how you can do it better.
  • Where most future retirees store their retirement savings from former employers – and how you may be doing it all wrong.
  • What many employees neglect at their current employers – and how you may be leaving thousands of dollars per year on the table.
  • About the “market” and how that can hurt your future retirement.
  • What can happen when you listen to friends and family about retirement and what you can do about it.
Get E-Book Now
Ebook Image

Podcast

Coming Soon

10-ten questions we get most from prospects

    • Q: How are we compensated

    • A: As Independent Advisors, we have access to a wide variety of compensation methods. Click here to see more specific information. (takes them to page listed in item 8 below)

    • Q: How often do we meet with clients?

    • A: Generally, every six to twelve months or on an as needed basis.

    • Q: Are the Advisors at AVH Invest independent?

    • A: Yes, we are independent with no proprietary products or quotas to meet.

    • Q: How often do I get account reports?

    • A: Most reports are sent on a monthly or quarterly basis.

    • Q: Can I check my accounts online?

    • A: Yes! Click Here to see our portal and Click Here to see dozens of sample reports.

    • Q:What happens if we leave the business?

    • A: While do not anticipate this, we have a number of Advisors at AVH Invest who can take over the servicing of your accounts and who would love to develop a close working relationship with you. You also may transition your account to an Advisor of your choosing.

    • Q: When do we recommend changes to my accounts?

    • A:

      1. If something in your situation causes a desire to take more or less risk with your investments.

      2. If something changes with a manager we hire which causes us to recommend a sideways shift in your portfolio to a new manager.

      3. If the market pricing is such that anomalies occur causing us to recommend minor fine-tuning changes to take advantage of those price moves.

      Typically, we might recommend one or two minor changes per year or no changes for a year or two. It depends on the three factors listed above. We make changes when they are deemed in your best interest, not just for the sake of making changes.

    • Q: What do you do with my account if the market crashes?

    • A: See question 7.

    • Q: Do you have references I can speak with?

    • A: Yes, we would be happy to provide you a list of references upon your request.

    • Q: Do you act in a fiduciary capacity when working with clients?

    • A: Yes, even when not required to do so, we feel it’s just good business to put our clients interest before our own.