Percy J Avetrani

Your Partner for Financial Success.

If you’re like most of our clients, you’re already on pretty good financial footing. You’re not positive about what a financial advisor would actually be able to do for you. But you also have questions like…

• I have more money coming in than I actually need to live off of. Shouldn’t I systematically be setting some of it aside somewhere?
  
  
• I love my lifestyle today. I don’t want to slow it down, but how do I preserve it for the long haul?
  
  
• I’ll contact an advisor when I need some insurance or to manage a stock portfolio. But who do I turn to if I need help figuring out how all this works together?

As a true partner in your financial plan,
our mission is to help you:

First, clarify your goals and dreams. Life is often so busy that we may have a few ideas of what we are building or what we’d like the future to look like, but we’ve never given ourselves permission to slow down and clarify what I’m most passionate about.

Second, we will review your existing assets, investments, savings strategies and insurance planning. Comparing your current planning against your dreams and goals will help us identify where you stand - where you’re already on track, where you’re behind and what changes we need to make to reorient your plan for success.

On an ongoing basis, our team will review updates to your lifestyle, business, career and financial position, ensuring we stay out ahead of any changes that need to be made. As our industry changes, your situation changes or you’re presented with new opportunities, you can feel confident that your team at Avetrani Financial is ready to help.