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