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.








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.



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.