Transition Planning

What we offer

AVH Invest offers customized transition planning with experience, transparency and integrity. When you request a complimentary consultation, you will meet one-on-one with an experienced financial advisor to discuss your specific needs. Together we go through our L.E.A.D. planning process and develop a strategy taking into account your resources, goals, time-horizon and tolerance for risk.

TRANSITION PLANNING STRATEGIES

Best options for 401(k) and other retirement plans
Account consolidation
Pension decision assistance (lump sum vs. monthly payment)
Post death planning
Help with important retirement decisions
Job change, move, large purchase planning

3 Pillars

Experience

With over 50 years of combined experience, we have helped clients navigate many types of market conditions. There is a good chance we have seen a situation like yours and can draw from our experiences to help you reach your goals.

Transparency

We believe in fully disclosing all fees and cost associated with your accounts before engaging in a working relationship. We also fully disclose what type of service you can expect, how often you will hear from us and the best ways to reach us for service on your accounts.

Integrity

We always put your best interest first and adhere to the fiduciary standard. Satisfying each of our client's primary financial planning needs is our top priority.